When you reach eighteen (18) years of age in Indiana, you can legally contract and execute asset protection and estate planning such as a Last Will and Testament, a Trust, Healthcare Representative, Durable Power of Attorney… Read More »

When you reach eighteen (18) years of age in Indiana, you can legally contract and execute asset protection and estate planning such as a Last Will and Testament, a Trust, Healthcare Representative, Durable Power of Attorney… Read More »
If you plan to leave a sizeable traditional retirement account to your heirs, you may want to schedule an appointment with your estate attorney and your financial planner/accountant.… Read More »
I often meet with clients who have been told by friends, relatives, sometimes even financial advisors or medical professionals, that it is too late to protect assets if there was no plan already in place prior to a nursing home admission.… 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 »
The holiday season is the best time of the year to enjoy and spend time with friends and family, and to reflect on the past events of the year, as well as to plan for the future. There are many issues to consider.… Read More »