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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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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The General Durable Power of Attorney: What It Is, What Goes In It, and Why the Details Actually Matter
A General Durable Power of Attorney in Indiana gives someone you trust the legal authority to manage your financial and legal affairs if you cannot. This article explains how it works in Indiana, what a strong document should include, and why the details matter more than most people realize.
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The Quiet Way Beneficiary Forms Undo Your Estate Plan
Your Will doesn’t control everything. Life insurance, retirement accounts, and payable-on-death accounts go directly to whoever is named on the beneficiary form — regardless of what your Will says. Here’s what to check, and why it matters.
