If you have lost your spouse during this time, there are so many issues you must address–funeral arrangements, meeting with lawyers and accountants and dealing with finances. All of this comes on top of dealing with the emotional loss.
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
A revocable trust is great for many reasons, but it does NOT protect assets from nursing home expenses.
Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.
Seniors are especially at risk during the coronavirus pandemic. The numbers are shocking.
If you want a legal plan that avoids probate court, there are two options: first, an enhanced life estate deed, and second a living trust. Each has its pros and cons.
COVID-19 is quickly becoming the leading cause of death in the United States. As of today, Indiana has over 37,000 cases of COVID-19 and over 2,100 deaths. That is why articulating your wishes regarding end-of-life health care, is more important than ever.
Probate and trust administration are not the same. There are important differences and similarities between administering a decedent’s probate estate and administering a decedent’s trust estate.
Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.