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

2 common estate planning mistakes and how to avoid them

No matter how big or small your estate plan is, there are common mistakes that impact many plans. These mistakes can lead to expensive taxes, complex legal battles and having your inheritance go to people you didn’t intend.

It’s useful to educate yourself on common areas of confusion regarding estate planning. This way you will be better prepared to make an estate plan you feel confident about.

Not knowing how your plan works

You may feel tempted to let your attorney take the wheel. You might find yourself going along with everything they say, without fully discerning the content. In this scenario, your estate plan may not be appropriately implemented because you didn’t fully understand your plan.

A good estate planning attorney will explain—in easy-to-understand terms—how your plan works. Don’t feel bad about asking questions, because they are there to help. They can also show you what’s necessary for maintaining the plan.

There are many things to consider about an estate plan, but if you work with your attorney, it’s likely you will be able to get the plan you want.

Failing to review beneficiaries

There are many times in your life where you may want to revisit your beneficiary designations—especially during major life changes. These may include marriage, divorce, birth of children and death of beneficiaries.

If your relationship changed with one of your beneficiaries, you could change the assets that you were planning to leave them. You may also decide to remove them from your estate plan and choose a different beneficiary.

Planning your estate can quickly become complex. By working with an estate planning attorney, you can feel confident about the validity of your plan.