Do you ever feel others have their lives so much more organized than you? That they’ve taken care of the things that responsible adults are meant to, and it's only you that hasn’t. If so, you’ll be delighted to learn most people do not have an estate plan. According...
Age Gracefully With A Plan In Place
Month: February 2024
Avoiding 3 common pitfalls when trust planning
Once used almost exclusively by the ultra-wealthy, trusts have become increasingly popular estate planning tools for people of relatively modest means – and for good reason. Trusts can safeguard assets, minimize estate taxes and make it easier to transfer wealth to...
3 steps for handling debts during Indiana probate proceedings
Proper estate administration requires adherence to testamentary documents and state law. The personal representative overseeing the probate process must file tax returns and pay someone's debts during the probate proceedings. Carefully following probate rules is very...