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 footprints” are expanding rapidly. The ...Read More ...
Estate Planning
Using a Life Estate in Estate Planning
Estate planning provides many diverse options to individuals. One such option is the use of a life estate. A life estate creates the right for an individual to occupy and use property during their lifetime, or the lifetime of another (known as a life estate autrie vie), while being owned by a different individual. The person who has the right to occupy and use the property is called the life ...Read More ...
ABLE Act
Indiana's legislature is currently considering how it will implement the Achieving a Better Life Experience Act of 2013, more commonly known as the ABLE Act. Families of those with developmental disabilities are familiar with the conundrum of contributing to a loved one's financial security without disqualifying that person from Medicaid and/or SSI by exceeding resource limits. The ABLE Act was ...Read More ...
