UPDATE: In order to protect the safety of our clients, we are available via email, phone, and video conferencing. In order to discuss your options, please call the office at 812-496-3666.
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Wills in Indiana and around the country do not specify how retirement accounts, such as the 401(k) are managed after someone dies. When someone sets up their account, they are directed to complete a beneficiary form. This form should be regularly updated to ensure...
Transfer on death (TOD) accounts allow Indiana estate planners a means of transferring financial assets to beneficiaries outside of probate. Those considering designating beneficiaries may wish to review this approach's potential upsides and downsides. TOD accounts...
The future is among the top variables of life that are out of people's control. However, an estate plan is a sure way of removing some of that uncertainty. It helps to lay out the groundwork of your wishes, which the state will uphold as long as it is done correctly....
