Understanding What Legacy Planning Means
To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.
December 1, 2020
Talk to Your Parents about Estate Planning
Do you expect your parents to leave you a financial legacy? Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by financial services company HSBC. Perhaps the bigger question, though, is how to even approach this topic with your parents.
November 3, 2020
Life Changes Mean Changes For Your Estate
Second honeymoons are definitely romantic. A third is even more so, unless maybe if each was with a different person. Nothing wrong with that, but it is a game-changer. The will or agreement you wrote 20 years ago, which maybe you have misplaced or forgotten, may not reflect your current thinking — or soulmate.
September 24, 2020
Planning For Incapacity Is Important
One in four American adults live with a disability, according to the Center for Disease Control. One in 10 adults over the age of 65 has Alzheimer’s or dementia, according to the Alzheimer’s Association.
August 20, 2020
Do You Need a DNR in Your Estate Plan?
With the recent health crisis, many people have been asking their lawyers if a “Do Not Resuscitate” order – commonly known as a DNR – should be a part of their estate planning.
August 7, 2020
Why You Need an Advance Directive Right Now
COVID-19 is quickly becoming the leading cause of death in the United States. As of today, Indiana has over 37,000 cases of COVID-19 and over 2,100 deaths. That is why articulating your wishes regarding end-of-life health care, is more important than ever.
July 8, 2020
What Should I Keep in a Safe Deposit Box?
In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud, a physical safe deposit box comes across as a relic of the bricks-and-mortar past. However, don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault.
June 26, 2020
Your Children Wish You Had an Estate Plan
Without a proper elder law estate plan, the children’s responsibilities are even more exhausting, stressful and sad.
June 19, 2020
How Do I Talk about End-Of-Life Plans?
No one likes to think about the end of their life, but it’s an important topic that many people put off until it’s too late.
June 18, 2020
Coronavirus Fears prompt Estate Planning
Lawyers are being bombarded with requests to write wills, update estate plans and prepare health surrogate or “pull the plug” documents, as people are confronted by the realization that they could be diagnosed with COVID-19 and dead within days.
April 30, 2020