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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
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
February 26, 2026