Tag: documents
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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 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.

