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 »
Category: Trust & Wills
Estate Planning for the Unmarried
People of all ages are living together and not getting formally married; many times because of 2nd or subsequent marriages with children from previous relationships. Most people think Indiana allows common law marriages, when a couple who has lived together a… Read More »
Estate Planning for a Disabled Heir
When I meet clients and gather all the information regarding their health, assets, income, and family dynamics; one question I always ask is about the current and anticipated health of their future heirs of their estate.… Read More »
Considerations when a spouse passes away
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 »
Does the Last Will and Testament solely control my estate distribution?
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 »