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 »

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 »
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 »