Blog
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
August 26, 2026
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
July 26, 2026
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
June 24, 2026
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
May 22, 2026
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
April 21, 2026
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
March 14, 2026