Estate Planning

Cover image of Beers Mallers attorney Kurt Bachman

Do I Need a Trust to Save Taxes?

Written By: author avatar Kurt R. Bachman

In Indiana, most people do not need a trust to save estate taxes. Learn when trusts help—and when they may increase income taxes.

What’s the Difference Between an Elder Law Attorney and an Estate Planning Attorney?

Written By: author avatar Janell M. Sprinkle

Learn the difference between an elder law attorney and an estate planning attorney, including how each focuses on asset protection, long-term care planning, Medicaid, and the orderly transfer of assets.

Who Makes Decisions for Me If I Don’t Have a Power of Attorney?

Written By: author avatar Heidi Adair

Plan ahead with a power of attorney to avoid costly guardianship; learn how a POA preserves your control and reduces court involvement.

Beers Mallers attorney Tony Manns featured image

Can I Make and Sign My Own Last Will & Testament

Written By:Tony B. Manns

Anyone could draft a Will, but as my mother used to tell me, just because you can do something does not mean you should.

What Happens If You Die Without a Will?

Written By: author avatar Janell M. Sprinkle

In Indiana, if you pass away without a Last Will and Testament, your assets are divided among your heirs in accordance with Indiana Intestacy laws.

Estate Planning: What is “Sound Mind”?

Written By:Tony B. Manns

Sound mind generally refers to a person’s mental capacity to understand their actions, make informed decisions free of undue influence, and the consequences of their decisions.

How to Protect Your Digital Legacy in Indiana: Estate Planning for Online Accounts

Written By:Troy C. Kiefer

Secure your digital legacy by naming a digital executor, listing your accounts, and including online assets in your will to protect memories and prevent hassles.

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

Written By: author avatar Kurt R. Bachman

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?

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

Written By:Troy C. Kiefer

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

Written By: author avatar Kurt R. Bachman

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