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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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...
Getting ready to plan your estate in Indiana will involve a lot of thought. You need to be sure that you get all of the details right. Doing so will take a lot of worry off your mind after you sign on the dotted line. One of the biggest concerns you should have is to...
Retiring in Indiana can leave you several good memories with family and friends. If you'd like to extend your legacy to the next generation by leaving them an inheritance, you'll have a few choices. Doing so before you retire requires you to calculate the money you'll...
After passing away in Indiana, you'll likely have belongings to distribute. Before that happens, choosing an executor to help handle your possessions, financial assets and paperwork is essential. This personal representative will carry out your final wishes after you...
It's never easy talking to your parents about sensitive subjects like estate planning, but it's something you should do. By having a conversation with your parents about their wishes for the future, you can help ensure that things concerning their estate go smoothly...
