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...
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Estate Planning
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...
Protecting farm operations if you can’t make decisions
When you get sick or injured, the weather, livestock, and equipment won’t wait for your recovery. That’s why every Indiana farmer needs a clear plan to keep operations running smoothly during a health crisis. Why incapacity planning matters for farmers Running a farm...
Can Indiana wills be handwritten?
When you consider estate planning, knowing the legal requirements for wills in Indiana is essential. Indiana does recognize handwritten wills, often called holographic wills, but they must meet specific criteria to be legally valid. Understanding handwritten wills A...
The role of a trustee in a special needs trust
A special needs trust (SNT) plays a crucial role for individuals with disabilities. It allows them to receive financial support without affecting their eligibility for government benefits. The trustee manages the trust’s funds, protects the beneficiary’s well-being,...
How does remarriage affect your existing estate plan in Indiana?
When you remarry, your estate plan may no longer reflect your current wishes. Indiana law may give rights to your new spouse that override what your previous documents say. If you want your estate distributed the way you choose, you need to revisit your plan. Your new...

