How Do I Amend My Will?
Although many people choose to incorporate a trust agreement into their estate plan, a Last Will and Testament continues to serve as the foundation..
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Understanding the Annual Exclusion
For many people, a successful estate plan needs to limit exposure to federal and/or state gift and estate taxes. Failing to incorporate tax avoidance ..
Read MoreWhen Do I Need to Update a Trust Agreement?
Trust agreements are commonly found in a comprehensive estate plan. If you have established a trust agreement, you may need to update that agreement..
Read MoreWhat Does It Mean to Decant a Trust?
Like many people, you may have included a trust agreement in your overall estate plan. If that trust is an irrevocable trust, you were likely told..
Read MoreProtecting Assets Often Requires Avoiding Medicaid Spend-Down
Creating a successful estate plan requires you to contemplate several potential scenarios, including the possibility that you (or a spouse) will need ..
Read MoreThe Pros and Cons of Sharing Your Estate Plan with Loved Ones
If you have an estate plan in place, you already recognize the numerous benefits an estate plan offers. Once your plan is in place, however, you may..
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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