Estate Planning

You’ve made the decision to address your estate plan, which is a very important step. First of all, you’re going to address your will. You have a rough idea of what this should include but you really want to be clearer before moving forward. Outlined below are a few...

Most of us understand the importance of creating a will. But the process behind it may be less clear. Is it always necessary to involve a legal professional to draft such a document, or will a do-it-yourself (DIY) will work just as well? In today’s post, we explore...

Individuals often feel overwhelmed by the prospect of crafting a comprehensive estate plan. While this set of documents can often become a detailed collection of information, there are certain factors that are more crucial to the success of the plan. While every...

Many blended families exist throughout the country --  on your block, your street and your community thanks to remarriages and restarts. And like any family, they, too, must understand the importance of estate planning. However, blended families may have to do some...

You understand the importance of updating your will and the need to give it a thorough review every three to five years or when a major life change surfaces. One such detail that, sometimes, may get overlooked is changing your executor. The person in this role has...

High net worth individuals in Indiana need to think carefully about estate planning. Part of that means determining who their beneficiaries should be and what they should get from the estate. This can become much more complicated when someone in the family is...

Planning their estates is one of the most crucial steps any adult in Indiana can take for their loved ones. It may sound like a complicated process, but in actuality, estate planning is a great way for a person to simplify things for his or her loved ones after...

When it comes to estate planning, many people in Indiana and throughout the country believe that they don't have to worry about it until they're older. Estate planning helps people make plans for their money and their assets when they pass away. People assume they...

Many people hesitate when it comes to estate planning. The subject of their own death is exceedingly difficult for many to confront. However, everyone should get his or her affairs in order, and this is especially true for business owners. Keep reading to learn about...

Most people have at least a basic understanding of beneficiary designations as they are associated with individual retirement accounts, life insurance policies and 401(k)s, for example. Many investment accounts require that the account holder designate a beneficiary...