October Celebrations: National Estate Planning Awareness Week
National Estate Planning Awareness Week (NEPAW) is an annual event that takes place every October, aimed at educating individuals and families about..
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Should I Use a Trust or a UGMA/UTMA Account to Protect Assets Intended for My Minor Child?
A Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) account is often used by parents or grandparents as a tool to transfer ..
Read MoreAppointing Yourself as Trustee: When It Makes Sense and When It Doesn’t
As you develop your comprehensive estate plan, one of the key elements to consider is whether to include a trust. Trusts can offer numerous benefits, ..
Read MoreEstate Planning for Married Couples: Joint or Separate Plans?
Every adult can benefit from having an estate plan in place. When you get married, it becomes even more important to create an estate plan or update..
Read More7 Reasons to Create an Estate Plan
Creating a comprehensive estate plan is one of the most important steps you can take to protect your assets and provide for your loved ones. Despite..
Read MoreHow to Choose the Right Guardian for Your Minor Children
Choosing the right guardian for your minor children in your Last Will and Testament is one of the most critical decisions you will make as a parent...
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How lifetime gifting can affect estate administration
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Can You Receive an Early Inheritance from an Indiana Trust?
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Pet Planning in Your Indiana Estate Plan
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Partial Trust Distributions in Indiana