Tag: Decision-Making Documents
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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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When an Older Parent Starts to Need More Help: A Planning Guide for Indiana Families
Most families put off planning for aging parents because it feels like planning for something they don’t want to happen. Here’s what actually needs to be in place, and why timing matters more than most people think.
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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 Will Is not Enough
You signed a Will. You feel better. That makes sense. But a Will can be a perfectly good document and still do almost nothing you intended. Not because it was drafted wrong, but because the rest of your financial life was not coordinated with it. Here is what most families find out too late.
