To avoid a formal estate in the Court system, before July 1, 2022, the probate estate of the decedent must have been less than $50,000 less liens, encumbrances, and funeral expenses. … Read More »

To avoid a formal estate in the Court system, before July 1, 2022, the probate estate of the decedent must have been less than $50,000 less liens, encumbrances, and funeral expenses. … Read More »
Last month’s article discussed a Life Estate Deed and the pros & cons of this estate planning document. This month is related, but a discussion of a different estate planning document, the Transfer on Death Deed (TOD … Read More »
A parent routinely comes in and will say: “I want to put my house into my kids’ names while I’m alive to protect it and avoid probate, but I do not want them to be able to kick me out!” There are several options in Indiana, but a Life Estate Deed is one.… Read More »
When I meet with clients to discuss estate planning, one of the issues I bring up is the disposition of tangible personal property as part of their estate planning.… Read More »
When I meet with clients for their estate planning, I always ask about their assets-real estate, tangible items, vehicles, boats, retirement accounts, bank accounts, collectibles, etc; but now, I routinely ask do you own any Cryptocurrency?… Read More »