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.

Dale & Eke - Business Attorney
A Professional Corporation of Attorneys at Law

When should I update my estate plan?

Setting up an estate plan is an important part of life. It is equally important to know when, and in what circumstances, to update an estate plan.

A good rule of thumb is to revisit an estate plan whenever an estate planner has a major life change. If the estate planner moves to another state, they should take a look at their estate plan to ensure it complies with all the laws in their new state. Additionally, another important time to revisit an estate plan when the estate planner has a significant relationship change such as a divorce, marriage, birth or death. As an example, the birth of a new child should be included in the estate planner’s estate plan.

It is always important for the estate planner to also ensure their beneficiary designations on life insurance policies and retirement accounts are kept up-to-date. Likewise, if an executor appointment or trustee becomes inappropriate due to a change in the estate planner’s life or relationships, their estate plan should be updated to reflect those changes. Importantly, if the estate planner’s assets or liabilities change, they should update their estate plan to account for those changes, as one of the primary purposes of an estate plan is to distribute their assets.

Having a comprehensive estate plan that ensures the estate planner’s family is taken care of should be in place at all times. Estate planners, however, should not forget to update their estate plan as they go to ensure it reflect their current wishes and takes care of their changing needs over time.