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While owning a valid will is an important aspect of life, it is not the only type of estate planning tool that can help safeguard your loved ones' future inheritance. When you establish a revocable living trust (RLT), you can keep your wealth private and streamline...
Probate is the legal process that occurs when a person passes away. It is a lengthy and often expensive court-supervised procedure that oversees the distribution of assets, settlement of debts and carrying out of a deceased person’s wishes. The thought of going...
Too often, people fail to appoint substitute decision-makers and make their wishes known in an estate plan. This oversight can result in messy legal disputes if a person is incapacitated and needs someone else to make decisions related to their personal, medical and...
As simple as it sounds, there are two crucial points in having a residuary estate. First, I always be sure that every reasonable contingency has been resolved by the plan. No matter what the odds, it is the practitioner’s job to find a recipient for the testator’s...
If you are currently making changes or modifications to your current estate plan, you should not expect video conferencing and the recent changes in Indiana allowing Electronic Wills and Trusts to help in light of the CoVID-19 pandemic. The state legislature of...
A Revocable Living Trust (“RLT”), if often a device used for avoiding probate. In its basic form, the RLT involves an individual naming himself as trustee of his own trust and continuing to manage his own assets. The trust document provides for a successor trustee in...
Estate planning does not have to be complicated, but it should be thorough. Being able to answer the following ten questions in the affirmative can give you the peace of mind that you have taken care of your survivors. Do you have an up to date Last Will and...