Can I Name Both Kids as My Health Care Representative or Power of Attorney?
One of the questions we often hear during estate planning conversations is whether a parent can name both children to
Transfer on Death Deeds: When They Work and When They Can Create Problems
A Transfer on Death deed, often called a TOD deed, can be a useful estate planning tool in the right
What Happens When You Don’t Set Up a Pay on Death Beneficiary on Tax-Deferred Accounts?
If a loved one passes away owning an IRA, 401(k), or similar retirement account, the first question is usually not
Why It’s Best to Set Up a Pay on Death Beneficiary on Tax-Deferred Accounts
If your loved one passed away owning an IRA, 401(k), or similar retirement account, there are special rules to keep
The Trust Myth: Is a Trust Really Easier Than Probate?
Many people come into our office believing one thing: While Trusts can be powerful estate planning tools in the right
Handling Mom’s Estate: Where to Start and What to Expect in Indiana
Losing a parent is difficult enough without the added responsibility of managing their estate. Many adult children find themselves asking
What Is Probate in Indiana? A Simple Guide for Families
When someone passes away, their financial and legal affairs do not simply disappear. Instead, those responsibilities are handled through a
Do You Know Which “Bucket” Your Assets Are In?
Most people believe their estate plan begins and ends with their Will or Trust. But before those documents even come
Do You Want Your 12-Year-Old Inheriting Half of Your Estate?
It’s a question that makes most parents pause. But under Indiana estate laws, it’s a very real possibility if you
The Role of Adult Children in Helping Aging Parents Plan
As our parents grow older, many of us find ourselves stepping into a new role: advocate, helper, and sometimes caretaker.