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

Important events that trigger an estate plan review

Many people create an estate plan when they are hired for their first job. Others wait until they have their first child. Some wait until they are about to retire. Then, some people die without having an estate plan in place, leaving their family to fight with the state and the courts for assets. Today, we will examine the important life events that trigger an estate plan review.

First and foremost, it is in your best interest to create an estate plan once you reach adulthood, even if you barely have anything to your name. You can then begin the review process from there.

The first time you should review the estate plan is when you get married. You will need to rework the wording and include your new spouse. The two of you will become beneficiaries for each other.

The next time you need to review and update the estate plan is the birth of your first child. Update the plan with each subsequent child born into your marriage or if you adopt any children.

Did you get divorced? Your estate plan should be reviewed and updated immediately. You will want to have your spouse’s name removed from all of the documents.

An estate plan should be reviewed and updated when your children reach adulthood, when you become a grandparent and when your grandchildren reach adulthood.

Did you get remarried? It’s time once again to review and update the estate plan in place.

An estate plan review is important at various stages of life so you are comfortable with what is in place. Be sure you update your estate plan with each of the major life events listed in today’s post. If you don’t, your wishes might not be recognized at the time of your death.