During my discussions with estate planning clients, many times the topic of leaving a certain vehicle to a certain beneficiary comes up. Clients will say, “if I still own my RAV4 I want it to go to my grandson who is going to college.” … Read More »
Category: Estate Planning
Social Security Won’t Accept my Power of Attorney
When clients come to meet me for estate planning and a general review of their affairs, one of the first documents we discuss is a Durable Power of Attorney (“POA”). … Read More »
Transfer on Death Deeds — Pros & Cons
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 »
Life Estate Deeds — Pros & Cons
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 »
New Advance Directive Law
The Indiana legislature recently passed new laws that change the landscape of a patient’s ability to state their instructions, wishes, and preferences regarding their healthcare, and who has right to their healthcare information.… Read More »