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Who Pays the Lien? Protecting Your Heirs from Surprises in Estate Planning

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What does the law say about how liens and expenses get paid, and by whom, for specific devises of any real or personal property as well as for real estate transferred by T.O.D. deed at death?

What are the Types of Guardianships?

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A Guardianship is the formal process by which a court appoints an individual (the “Guardian”) to be responsible for the person and/or property of an incapacitated person or minor (the “Ward”).

How to Ensure Your Final Wishes are Enforced after Your Death

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Planning for the end of life can be an emotional and overwhelming process but making sure your final wishes are legally valid and enforceable is essential to give yourself peace of mind that your wishes will be followed and that your loved ones will be protected. Whether it’s the distribution of

How Is a Disclaimer Helpful When a Spouse Passes with a Pour-Over Will?

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A legal disclaimer can be helpful for a surviving spouse with a pour-over Will by allowing assets solely owned by the deceased spouse to bypass the Family Trust and be transferred directly to the children, avoiding complex trust management and potentially unnecessary tax strategies.

When and How to Talk to Your Family About Your Estate Plan in Indiana

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Many people struggle with this question, and there is no one-size-fits-all answer. Each family dynamic is unique, and feelings about privacy and disclosure vary from person to person.

What Is Elder Law? A Guide to Legal Planning for Seniors

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What is Elder Law, why should I seek advice & counsel from an Elder Law attorney, and at what age should I begin?

Do You Need to Share Your Estate Plan with Heirs?

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The toughest part of an estate plan may be just getting started. Taking the time to think through what you want and what is best for your loved ones and heirs can be a difficult, but rewarding, task.

What is a Gifting Trust?

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A gifting trust is an estate planning tool that allows you to take advantage of the Federal gift tax exemption ($19,000 for 2025) to transfer wealth to your loved ones, while also allowing you to retain control of how and when the gifted funds are used.

How Much Can I Gift Each Year?

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With Christmas and the end of the year approaching, I am often asked how much gifting can or should I do. The IRS has set an annual gift tax exclusion amount of $18,000.00 per person for the 2024 tax years.

New Overtime Exemption Rules: What Indiana Employers Need to Know

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Earlier this year, Beers Mallers provided a post about a change in the overtime rules imposed by a new regulation issued by the United States Department of Labor. On Friday, November 15, 2024, a federal judge in Texas vacated the rule.