Age Gracefully With A Plan In Place

Modern, All-Inclusive Estate Planning Services

Developing a comprehensive estate plan today no longer covers only the distribution and transfer of property and assets. Other factors involved include:

  • How medical and financial decisions will be made if you become incapacitated
  • Guardianship for minor children
  • Business succession planning
  • Reducing the taxes for the beneficiaries of the estate

Our estate planning attorneys can guide you through every step of the process. At Slater Law Office, we have more than 60 years of combined experience in estate planning. Every estate plan gets the personal attention of one of our lawyers — including yours. Your plan will fit your life and your family’s needs.

What Can Estate Planning Do For Me?

Estate planning is the legal process of assessing an individual’s total assets and property holdings and creating a plan for the transfer of those assets at the individual’s death according to the wishes of the property owner. We offer impeccable drafting and advice related to every estate planning tool, including:

  • Wills for the naming of heirs and distribution of assets
  • For many people, trusts can help their estate give away assets without putting them through probate
  • Representation of executors and other parties in probate court
  • Estate administration advice, guidance and representation
  • Living wills for the direction of end-of-life preferences

The primary goal is often to avoid or minimize the estate and inheritance taxes owed when the property passes to the beneficiaries. Planning for the client’s possible future incapacity as well as the needs of younger family members are also considerations in the estate planning process.

Regardless of the value of your estate, having a will is the way to ensure your wishes are carried out. We will also help you determine if a trust is appropriate for you, assign a power of attorney, create a living will and a medical power of attorney, and address the tax liability on your estate by the way you distribute your assets.

Another consideration is the cost and public record of probate court, under which wills are administered, or establishing a trust to lower estate taxes or to cover specific situations, such as a special needs trust.

Whatever You Need From Your Estate Plan, We Can Deliver It

Our estate planning attorneys stay abreast of the changes in the law. This up-to-date knowledge can have a large financial impact and make the process of planning for the future easier and more secure.

Whether you are preparing for your own future or dealing with the after-effects of a loved one’s death, we can help. Our Indianapolis- and Carmel-based estate planning attorneys are familiar with the continually changing federal and state laws and federal estate tax codes and keep you aware of changes that affect you.

For a consultation with a Slater Law Office lawyer, contact us at 317-489-0842 or email us.