"Before assets reach children or charities, they most often move to a surviving spouse," Erica Ellis points out in Financial Advisor Magazine, urging financial advisors to establish relationships with both spouses. "The moment of transfer" (after one spouse has...
Month: May 2026
Are Americans Beginning to be More Open About Life’s End?
"Survey reveals Americans' increasing openness to new methods of burials," Tanya D. Marsh, a professor at Wake Forest University explains in an Indianapolis Star piece. Of the six legal methods of disposition of human remains (cremation, casket burial, green burial,...
Graduation – It’s About More Than the Tassel
"Moving the tassel from the right side of the cap to the left signifies a rite of passage, marking the transition from one phase of life to another," the Honor Society Magazine explains. "The gesture also represents the graduates' readiness to take on new challenges...
How to open a probate estate in Indiana
When a loved one passes away, families are often faced with important legal and financial tasks. In Indiana, one of these tasks may involve probate. Probate gives the court authority to manage the transfer of assets and payment of debts. Knowing how the process starts...
Talking About Giving — Where’s the Disconnect?
Last week in our Geyer Law blog, Cara Chittenden discussed the fact that estate planning attorneys, CPAs, and financial planners each have a role in helping clients as they prepare to sell a business. It appears, from recent studies, however, that when it comes to...

