Blended families bring unique estate planning concerns, especially when spouses and children come from different relationships. Indiana law sets default rules that may not match your intentions if you do not plan ahead. Understanding how these rules work helps you...
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Estate Planning
Keeping the farm in the family when heirs disagree
For many families in the Indianapolis area, a farm is more than just acres of soil. It is a legacy built over generations of hard work. However, a common challenge arises when the next generation inherits the land. You may want to keep the tractors moving and the...
Build college funds within estate plans
College tuition costs have skyrocketed in recent decades, growing much faster than regular inflation and wages. For many families in Indiana, thinking about college expenses can feel overwhelming when planning for your children's or grandchildren's futures. Adding...
When is the right time to plan a business exit?
Many business owners spend years building up their companies, but rarely think about what happens when it is time to step away. Knowing when to start your exit strategy can mean the difference between a smooth, profitable transition and a rushed sale that leaves money...
What should you include in your estate plan?
Creating an estate plan ensures your property, finances, and personal wishes are handled the way you want. In Indiana, several key documents and decisions make up a strong estate plan. Knowing what to include helps you protect your family and simplify the legal...
How to prepare your family farm for a seamless handover
Family farms are not just money-making machines — they are legacies built through years even decades of hard work, sacrifice and tradition. But without a clear plan in place, that legacy could be at risk when it is time to hand over the reins. If you have not talked...
Charitable giving in efficient, effective ways
Charitable giving is a kind and thoughtful gesture that can do a lot of good for causes that you and your family may care deeply about. It is simply important to know that engaging in this forward-looking task efficiently and effectively requires careful planning. ...
How does the SECURE Act affect retirement account inheritance?
When planning for the future, it’s important to understand how laws like the SECURE Act can impact your retirement account inheritance. The SECURE Act, passed in December 2019, brought significant changes to retirement planning. One of the most notable changes affects...
Farm valuation pitfalls in Indiana estate planning
Why does farm valuation matter so much in estate planning? Because the number on that appraisal can decide whether your heirs inherit stability or face years of financial strain. A farm’s worth is not limited to acres of land. It also includes a legacy built over...
What is a special needs trust, and how does it work?
A special needs trust (SNT) is a legal arrangement designed to provide financial support for individuals with disabilities while preserving their eligibility for government benefits like Medicaid or Supplemental Security Income (SSI). This trust allows loved ones to...

