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...
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....
Estate planning in Indiana can include a lot of complex steps – or worse, steps that are easy enough but easy to forget. If you’re just getting started, there are a few important things to remember. A common step that people forget is notarizing their will. This is...
The moment that you become a legal adult is perhaps the best time to start thinking about estate planning. At this point, your parents are no longer authorized to make decisions for you while incapacitated. Furthermore, assets such as an Indiana home that you...
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...
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...
Any assets that are held in your Indiana estate at the time of your death may be subject to the state's probate laws. Depending on how your estate plan is structured, funds inside of a retirement plan may be held either inside or outside of your estate upon your...
