2025 in review: Probate and tax changes affecting estate administration
Throughout 2025, there were several legal and tax developments that will impact the Wills and probate sector over the coming years. Many of last..
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Healthcare POA, HIPAA, and Incapacity in Your Indiana Estate Plan
Preparing for the possibility of losing the ability to speak for oneself is an essential part of responsible planning. Although most individuals..
Read MoreIt’s Time for an Annual Estate Plan Review
As the close of the year approaches, many individuals take time to reflect on their personal and financial progress and consider what adjustments may ..
Read MoreGifting to Charity in Your Indiana Estate Plan
For many individuals, supporting charitable causes is not limited to occasional donations but represents an enduring expression of their values. If..
Read MoreContingency Planning in Your Indiana Estate Plan
The ability to decide who will receive your estate assets after you are gone is one of the most important reasons to create an estate plan. Choosing..
Read MoreServing as Executor in Indiana? How to Avoid Common Mistakes
Being appointed as the Executor of a loved one’s estate is both a privilege and a serious legal duty. In Indiana, the Executor, sometimes referred to ..
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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