Retirement plans for most of us are an important part of our estate plan. It may not be exciting but tax law changes to retirement plans can have a lasting and substantial affect on your retirement and estate planning. The IRS has announced 2018 retirement plan contribution limits and there are several changes taking place […]
Estate Planning
Powers of Attorney
Indiana law allows the use of power of attorneys. In general, a power of attorney allows you to grant authority to another individual to make decisions on your behalf. There are generally two types of power of attorneys: financial and medical. The use of a durable power of attorney and medical power of attorney can […]
Protect Yourself from Financial Scams
A total of 143 million American consumers’ personal information was stolen through the Equifax data breach. Hackers infiltrated data systems that included names, Social Security numbers, birth dates, addresses, driver’s license numbers, and credit card numbers. It is important to act now. Here are some suggestions and steps to help protect your family and yourself […]
Estate Planning after a Divorce
Finalizing your divorce should not end when you get your divorce decree. It is likely that major changes need to be made to your estate plan after you finalize a divorce. Working with an attorney to update your estate plan should always be the next step. After a divorce, ownership and beneficiary designations should be […]
Standby Guardians
Whether a parent is making an estate plan, preparing for international travel, or facing a deportation, parents should address the issue of who will care for their children if they become incapacitated or pass away. Indiana law allows the parent of a minor child to appoint a standby guardian to serve as guardian of their […]
Planning for Control and Protection of your Digital Assets
A critical part of any estate planning process is identifying your assets. Typically, this process starts by listing real estate, accounts, vehicles, business interests, and a wide variety of other items to be considered upon death. It is important not to overlook the identification of key digital assets when preparing your estate plan. Our “online […]
