Estate planning must include planning for incapacity, in order to assure that your affairs can be handled in the event illness or injury prevents you from handling those yourself.
Hoosier Estate Planner
Probate’s impact on co-owned properties in Indiana
When a loved one dies, handling their estate can be complex. This becomes even more complicated when dealing with co-owned properties. Understanding how probate affects these properties is crucial for co-owners and beneficiaries. As many know, probate is the legal...
“Homing In” on Your Estate Plan
Whether downsizing or aging in place, estate planning decisions need to be made about your primary residence.
A Good-to-Hear Message from the IRS
The IRS has announced increases in tax exemption amounts.
Helping Heirs Inherit Collectibles Without Emotional and Financial Drain
Without careful planning, leaving collectibles can leave heirs with many headaches..,
Life Settlements Present an Additional Choice in Senior Estate Planning
In a life settlement, life insurance is sold to a third party, who later collects the benefit when the insured has died.
For Business Owners, Estate Planning Just Became a Step More Complex
The recent Supreme Court ruling in Connnelly V. United States means that owners of closely held business interests should revisit their tax and estate planns.
Is Interest in Estate Planning on the Decline?
Is Interest in doing estate planning on the decline? It’s important to remember that controlling your assets and documenting your wishes can be established only through planning.
Pre-Nuptials for Same Sex Couples
For same-sex couples (who might have family members who do not accept them), it is particularly important to document their wishes.
September Thoughts of – and Thanks to – Our Veterans
September is a big month for the Indiana Vietnam Veterans Organization, which hosts the oldest veterans’ reunion in the country.

