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 […]
If a loved one passes away owning an IRA, 401(k), or similar retirement account, the first question is usually not […]
Losing a parent is difficult enough without the added responsibility of managing their estate. Many adult children find themselves asking
Most people believe their estate plan begins and ends with their Will or Trust. But before those documents even come
It’s a question that makes most parents pause. But under Indiana estate laws, it’s a very real possibility if you
As our parents grow older, many of us find ourselves stepping into a new role: advocate, helper, and sometimes caretaker.
When a loved one passes away, families are left to deal not only with the emotional weight of loss, but
October is the perfect time for haunted houses, ghost stories… and a few frightening facts about estate planning. At Martz
Every September, downtown Valparaiso comes alive with the unmistakable scent of freshly popped kernels, live music, laughter, and community pride.
Understanding What Happens to Property When Someone Passes Away One of the most common questions we hear at Martz &
At Martz & Lucas, we’ve seen how estate planning—or the lack of it—can significantly impact families during one of the