When a spouse dies, their Social Security benefits may become available to their current - or former - marital partner, Dana Anspack of thebalance.com explains, adding that spousal benefits can be available to: widowed spouses ex-spouses current spouses How does the...
Hoosier Estate Planner
Disability Insurance is Very Much a Part of Estate Planning
Disability insurance is very much a part in estate planning, as well as in business formation.
What are the requirements for creating a will in Indiana?
You can create a will in Indiana to accomplish the following tasks and goals: Leave your assets to the people or entities of your choice. Designate an executor to carry out your will and manage your estate. Name a guardian to provide care for your children. But you...
When it Comes to Guardianships, It’s Important to Have a Clue
Guardianships are complicated and expensive, but if certain estate planning tools are not set up, there may be no other option.
In Estate Planning, Life Insurance Has a Big Part to Play
In estate planning, divorce planning, and business succession planning, life insurance plays a key role.
Will Medicare cover all your medical needs?
When you reach a certain age in Indiana, you become eligible for the government insurance Medicare. Medicare helps to offset some of your medical expenses to make health care more affordable. Since older individuals tend to require more healthcare than younger people,...
Top Considerations When Naming Guardians for Children
“While the choice of a child’s legal guardian is highly personal, there are some considerations that everyone should think about,” Michelle Kaminsky, Esq. cautions in legalzoom.com. The surviving parent will have first right to custody after the other dies, so, if...
What changes should prompt a change to an estate plan?
Once you have your will or estate plan in place according to Indiana law, you should not just forget about it. There is a certain peace that comes from knowing your assets and family are taken care of after you pass on, but according to FindLaw, you should still...
Even Absent a Second Marriage, Divorce Dictates an Estate Plan Re-Do
“Divorce is not easy. It’s not only a difficult time emotionally, but you also have a lot to do and many decisions to make,” Christine Fletcher cautions in Forbes. The problem, as John J. Scroggins laments in the Journal of Estate and Tax Planning - “Most divorces...
For LGBTQ Couples, Trusts Might Trump Wills
For LGBTQ couples, trusts offer more flexibility and safety than wills.

