Estate planning for seniors with dementia

When seniors receive a dementia diagnosis, they may want to ensure that they have an estate plan in place. People may gradually lose the ability to make decisions about their everyday lives. Planning early allows them to consider the kinds of legal documents that they...

What does a special needs trustee do?

If you have a child who has a disability or other special needs, you may want to add a special needs trust to your estate plan. This type of trust gives your child access to funds to use on supplemental expenses without rendering him or her ineligible for means-tested...

Planning for the potential of estate taxes

As you work to prepare your estate plan in Indiana, you begin to notice opportunities to preserve assets from standard administrative processes that might otherwise take away from the personal wealth you hope to pass on to your beneficiaries. These may include the...

Must have documents in your estate plan

Estate planning is never something you want to think about. Unfortunately, it is something that you have to consider, particularly when you own property. When you create your estate plan, there are a few documents that no estate plan is complete without. Will or trust...

How business succession fits into an estate plan

Some family-run businesses may not give much thought to succession planning. Many proprietors assume that after they die, their heirs will simply take over and manage things. As reported by The Business Journals, approximately 60% of owners surveyed disclosed they...