Dale & Eke is taking the COVID-19 outbreak very seriously.  So, for the purpose of maintaining social distancing under CDC guidelines and to promote the health and safety of our clients, visitors and staff and reduce the spread of COVID-19, our physical office will be closed until further notice.

For the time being we are limiting all in-office meetings to those clients and potential clients who are not feeling ill or who have not shown signs of illness.  However, we are recommending that, unless you make other arrangements with your attorney, all client and potential client meetings occur via telephone or video conferencing.  If you have any paperwork for us that you need to drop off, please use the mail slot outside of the front door to our office.

We can still be reached at our office telephone number (317-844-7400). Your call will be answered by our office phone system and you may leave a voicemail in the general mailbox or with a specific attorney. All voicemails left in the general mailbox will be routed to the requested attorney or staff.

You may also email the firm through its website at  www.daleeke.com.

We will continue to monitor this evolving situation and adjust procedures as necessary.  Your health and safety, and the health and safety of our attorneys and staff, is our highest priority.  We thank you for your patience and understanding during these uncertain and unprecedented times.

A Professional Corporation of Attorneys at Law

The basics of estate planning

Estate planning in Indiana is often juxtaposed against other terms, such as wills or trusts. But what do these words mean? Are they all the same things, pieces of a whole, or alternatives? CNN Money describes estate planning as the planning process behind how assets will be distributed after someone passes away.

Many people believe estate planning is only for the wealthy, but everyone should try to have a plan in place, regardless of their net worth. By working with financial planners and other professionals, people help to ensure taxes take as little as possible from what they leave to individual beneficiaries. Here are some of the aspects of estate planning worth looking into:

  •          A will that details how assets should be distributed
  •          A living will that details what kind of life-sustaining medical procedures an individual prefers or does not prefer if they become incapacitated
  •          A health care proxy which authorizes a trusted individual to make medical decisions
  •          A trust to minimize taxes wherever possible and detail how assets should be distributed

Young people often believe estate planning is only for the elderly, but this could not be further from the truth. CNN Money says it is never too early to start estate planning. Regardless of age, the process is typically the same. Individuals first begin by taking stock of all their assets. Some of these include the following:

  •          Investments
  •          Business interests
  •          Insurance policies
  •          Retirement accounts
  •          Valuable personal items

Another important step of estate planning is to discuss who gets what with the beneficiaries. This may help to reduce the likelihood of disputes later on. The last thing anyone may want is to leave family members with high taxes, high debts and unnecessary quarrels, so the sooner an estate plan is in place, the better.