Estate Planning

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When to Create & Update Your Estate Plan

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Learn when to create or update your estate plan and which life changes, from marriage and children to moving or tax laws, may require a review.

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Do I need to put my children on my checking and / or brokerage accounts?

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Avoid unintended legal and financial risks when adding children to accounts. Learn how TOD designations and powers of attorney may offer safer options.

What is a Transfer on Death Deed?

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A transfer on death deed can simplify real estate transfer after death, but it may not fit every estate plan. Learn the benefits, risks, and next steps.

Do I Need a Trust to Save Taxes?

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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?

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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?

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

Can I Make and Sign My Own Last Will & Testament?

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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?

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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”?

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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

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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.