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

What should you focus on when updating your estate plan?

Creating your estate plan is a daunting and time-consuming task. Keeping it up to date also takes a lot of time and effort. But fortunately, there are ways in which you can streamline your reviewing process.

You can do this by narrowing down your focus when reviewing. But what parts of the plan should you pay attention to, then?

Key components of your estate plan

Forbes talks about ways you can streamline your estate plan review. This includes prioritizing certain aspects of it. They suggest prioritizing financial matters, key figures and the biggest components of your estate plan. The latter may differ from person to person. Some examples include your will and trust. As these are crucial to how things happen after your death, you always want them to reflect your current wishes and life circumstances.

Beneficiaries and other important people

Key figures include beneficiaries and the people who will take care of your matters in your end of life stage. This may include a healthcare proxy or a power of attorney. Beneficiaries, on the other hand, may change often throughout your life as your relationships and family ties change. Make sure only the people you want are getting inheritance, joint accounts and insurance policy payouts.

Financial changes

Finally, you always want to pay mind to your finances. After all, your assets are a crucial part of your will and trust. You should always review your plan after coming into large financial gain or suffering from a big financial loss. This also includes changing assets from one form to another, like selling property.

By focusing on these aspects, you can significantly reduce the amount of time you must put into your plan. This can allow you to review your plan more often, which will benefit you in the end.