Blog & Updates

The Financial and Estate Planning Process

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It’s never too early or too late to begin the process of financial and estate planning.

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Is there a new law that requires me to change my current health care representative appointment and living will documents?

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I noticed a decline in my loved one over the holidays? What should I do?

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Do I need a Trust to avoid probate in Indiana? The simple answer is: No. The more accurate answer is: It depends.

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The current federal gift tax exclusion allows you to give away up to $15,000 per person annually, to as many individuals as you wish.

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Recent changes to Indiana law make it important that you review your Appointment of Health Care Representative with your Attorney.