Offices in Fort Wayne, LaGrange and Warsaw
If you don’t have an estate plan, the IRS and the state in which you reside will create one for you. Unfortunately, their plan will not be geared toward minimizing taxes or looking out for the best interests of you, your heirs and your legacy. This is what makes having your own estate plan so important—and having it created by attorneys who focus on estate planning and wealth preservation. The attorneys in our estate planning group go well beyond “traditional” approaches, by using the most advanced legal techniques available to help you take full advantage of recent changes in the law and better prepare for the life changes that will impact you and your family.
Our approach to estate planning is highly personalized. We believe that proper estate planning is about much more than just preparing Wills, Trusts, Powers of Attorney and other documents. It is about taking the time to listen carefully, ask the right questions, and get to know your family’s values, concerns, and hopes for the future. Only when we have a thorough understanding of your unique situation do we design a customized plan tailored to meet all of your needs.
An expertly prepared estate plan can help you accomplish all or just some of the following depending on your specific needs:
- Assure privacy after death
- Reduce federal and state estate, inheritance and death taxes
- Minimize costs and delays associated with probate
- Appoint the appropriate personal representative to administer your estate
- Provide remarriage protection for the surviving spouse
- Assure creditor and predator protection for children and other beneficiaries
- Provide for your care in the event of disability
- Assure lifetime care for a disabled child through special needs trust planning
- Assure your charitable contributions are carried out
- And much more
Our attorneys have more than 100 years of collective experience in the areas of sophisticated family and individual estate planning, business succession planning, tax planning, and trust and estate administration services. We have drafted and administered numerous living and testamentary trusts, family limited partnerships, qualified personal residence trusts, grantor retained annuity trusts, life insurance trusts, charitable lead and remainder trusts, and other sophisticated estate planning documents. In addition, we focus on the planning needs and objectives of younger professionals and businessmen and women as their businesses and organizations grow.
Losing a loved one is difficult enough. The last thing your family needs is the added stress of making important financial and legal decisions while in mourning. At Beers Mallers Backs & Salin, we have the experience and compassion necessary to make the estate administration process as efficient and stress-free as possible. We will guide your heirs with great sensitivity, and work closely with executors, personal representatives, trustees and other fiduciaries to ensure your wishes are carried out.
If you have been appointed as a successor trustee, we can help you understand and mitigate the risks of the personal liability you’ve undertaken by accepting to act as trustee. We can also walk you through your duties and responsibilities regarding statutory notice requirements, distribution to beneficiaries, payment of expenses, compliance with the prudent investor rule, income and estate tax consequences and elections, and accounting to the beneficiaries and/or court where required.
Attorneys – Fort Wayne:
- Stephen W. Adair
- Heidi B. Adair
- Charles W. Backs
- Vincent J. Backs
- Ryan M. Gardner
- Adam M. Henry
- Jesica L. Thorson
- Robert E. Rhee