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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An estate can enter probate regardless of whether or not the decedent had a valid will in place at the time of their death. When the person dies without a will, Indiana statutes covering intestate laws direct the process. So, writing a will might be preferable for...
There are steps Indiana families can take to plan ahead for their loved ones with dementia. While everyone’s situation is different, setting some things up as early as possible can help manage finances and daily life as it becomes more difficult for the person with...
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...
Indiana residents might not know how to best provide for their aging parents. While there are government assistance programs available, there are strict rules as to how you can qualify. Why you would want government assistance It’s no question that healthcare is...
Creating an estate plan may make it easier to manage your affairs while alive and after you pass. For instance, you can create a trust to ensure that assets remain outside of your Indiana estate for tax purposes. Wills, medical directives and financial agents may also...
Serving as the executor of an estate comes with a lot of responsibility. You must research what you need to do as the executor in Indiana to have a better idea of whether it's right for you. Be honest with your loved ones so that they can appoint someone who is able...
Estate planning is not just about making sure your assets are distributed how you want after you die, although that is certainly part of it. It’s also about giving yourself and your family peace of mind and protection in the event that something happens to you while...
People in Indiana who are preparing an estate plan might wonder whether it would be a good strategy to try to avoid probate. In some situations, this may be the right choice, but in others, it could be a mistake. Why avoid probate? There are a few reasons why avoiding...
For many people living in Lawrenceburg, Indiana, Social Security payments comprise a significant component of a reliable retirement plan. If you know for sure that you will be eligible to start receiving Social Security payments after turning 62, then now is the time...
Seniors may need help paying for skilled nursing facilities, at-home help or assisted living. An asset protection trust can help seniors pay for constant nursing care in Indiana. Medicare only covers nursing facilities for short-term rehabilitation. Medicaid may cover...
