Indiana passed the adoption of the Uniform Fiduciary Access to Digital Assets Act (UFADAA) in its 2016 legislative session. “The UFADAA does not create new law insomuch as it mends a large gap that prohibits fiduciaries from doing their legally mandated job,”...
Wills Come in a Variety of Flavors
While there’s little doubt that a will is one of the basic building blocks in an estate plan, few people are aware that “last wills and testaments” come in more than one form. “The will that most people think of, called a simple will, is a legal documents that...
The DIY Estate Planning Project
“Those who seek to replace proper professional advice with a do-it-yourself online documents in complex fields like estate planning should understand the effects of their actions. One should bear in mind that even those with fairly sophisticated skills think twice...
Nursing Home Residents’ Fundamental Rights Protected
“You keep all your fundamental civil or human rights and liberties when you are admitted to a nursing home,” explains the Indiana State Department of Health. Basic rights include: the right to be treated with respect and dignity in recognition of your individuality...
Elder Care Stresses and Disputes
“Caring for an aging loved one can be one of the most stressful family milestones,” writes Jeff Anderson in aplaceformom.com. “The sheer difficulty of the task, its high costs, as well as underlying family issues can collide to create a perfect storm of discontent.”...
Protect Your Estate By Being Aware of Stranger Danger
Identity theft becomes a bigger issue each year, leading the Federal Trade Commission to enumerate the steps to take in order to protect your personal information. In fact, during tax refund season, “stranger danger” seems to be all around us. In fact, at Geyer &...
In Financial and Estate Planning, Helping Can Hurt
“For every financially dependent child there is an equally responsible financial-enabling parent,” observe Bradley Klontz and Anthony Canale in the Journal of Financial Planning. That’s not good: financially dependent adult children who continue to rely on their...
Estate Planning the Second Time Around – Part Two
Estate planning for second marriages (after divorce or death of a first spouse), especially when there are children from prior marriages, is a challenge. One big part of that challenge is planning for the primary residence. Whereas couples married for the first time...
Estate Planning the Second Time Around
Planning for the traditional nuclear family is straightforward, as the Texas Probate Lawyer so aptly points out. In most situations, the husband and wife want to leave the estate to the surviving spouse, with the assets going to the children after the death of both...
