Unequal Inheritances: A Source of Conflict Among Family Members“When you’re planning to divide your estate unequally, explain the reasons to your heirs, and remember: They …
Understanding Credit Shelter Trusts for Estate PlanningThe Role of Credit Shelter Trusts in Reducing Estate Taxes“A credit shelter trust is used to help married couples …
Understanding Debt After Death and the Probate Process “Creditors typically try to collect on unpaid debt, by going after the decedent’s estate during a process …
The Importance of Estate Planning“If you think of estate planning as something only ultra-wealthy people need to do, you’re not alone. That’s a common misconception.”Estate …
Understanding the Key Differences Between Probate and Trust Administration “Probate and trust administration are not the same. There are important differences and similarities between administering …
Indiana Court of Appeals Case Highlights Importance of Updated Wills “Recently, the Indiana Court of Appeals decided the case of Trowbridge v. Estate of Trowbridge. …
The Importance of Estate Planning During the COVID-19 Pandemic “Without an estate plan in place, clients will be reliant on state laws and probate courts …
The Importance of Adding Beneficiaries to Investment Accounts “Losing a loved one isn’t just an emotional burden—it also carries an administrative load. There are flower …
Options for Passing Down Property Without Probate Court “If you want a legal plan that avoids probate court, there are two options: first, an enhanced …
The Importance of Protecting Your Digital Legacy “The world exists just as much online, as it does offline. Failing to recognize that when planning for …
