Surviving spouses (and their families) routinely come to me after their spouse has passed away. Most times they have been receiving phone calls or written demands to pay by credit card companies. … Read More »
When a spouse passes away it sends your life into turmoil. There are many responsibilities that must be attended to such as the memorial services, notifying family and friends, and confronting legal, tax, and financial issues. … Read More »
When I first become an attorney in 1988, the Last Will and Testament (“Will”) controlled most, if not all, of the distribution of a person’s probate assets upon their passing. Today, assets can be distributed at death in other non-probate ways.… Read More »
As part of my estate planning process with clients, especially after the holidays and spending time with family and other loved ones, I discuss considering talking to your loved ones about topics that are important to you… Read More »
In order to have a valid written Last Will and Testament (“Will”) in Indiana, the “testator” (person making the Will) needs to be at least 18 years of age (younger if in armed services), of sound mind whose signature is witnessed by 2 independent witness.