Category: Estate Planning
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Legacy and Planned Giving in Indiana
A paragraph in your Will produces one gift, once. Planned giving in Indiana does considerably more, and the asset you choose matters more than the amount.
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Charitable Giving in Indiana: You Already Give. Here’s How to Give Better.
Writing a check is the most expensive way to give. Not the wrong way. The expensive one. A plain look at charitable giving in Indiana, and the cheaper ways to do the same good.
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Strategic Giving During Your Lifetime: Four Ways to Give More Without Spending More
Cash is the least efficient asset you own for giving. Four charitable giving strategies in Indiana that let your church or alma mater receive more than the gift costs you.
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Trust or Will: Which One Makes Sense for Your Situation
Trust vs. Will in Indiana: most online answers say ‘it depends.’ This one gives you the three questions that actually decide it.
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Funding Puts the Fun-(ction) in Your Trust
Creating a Trust isn’t enough. Learn how to fund a Trust in Indiana, which assets to move, and how funding helps you avoid probate.
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Now What? What to do, and what not to do, when someone dies
After a death, it can feel like there is a long list of things you have to do right now. There usually isn’t. This free Indiana guide covers what to do when someone dies and what can safely wait, so you know what needs your attention and what doesn’t.
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Is your Power of Attorney document actually good?
Learn the 7 signs that show your document is durable and holds up under Indiana law.
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5 Essential Estate Planning Documents
Estate Planning starts with five documents most families put off until they need them. This free guide explains the essential 5 Estate Planning documents and breaks down what a Will, a Durable Power of Attorney, a Healthcare Power of Attorney, a Living Will, and a HIPAA authorization actually do, and why each one matters for…
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I Don’t Have Kids. What Happens to Everything When I’m Gone?
If you don’t have children, estate planning is more important than planning for parents. Indiana’s default rules dictate distribution of your property in ways that rarely match what a person would do, and likely completely miss priorities and wishes. A plan lets you choose. Not sure where to start? That’s what the first conversation is…
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You Need a General Durable Power of Attorney. Here’s Why.
What happens if you become incapacitated and no one has legal authority to handle your finances? This guide explains what a General Durable Power of Attorney does in Indiana, what powers it should include, and why it is one of the most important planning documents you can have in place.
