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Category: Estate Planning

What to Do with Cremated Remains

Can my ashes be spread anywhere? When we are completing a client’s Funeral Planning Declaration, this is a common question.  We also occasionally receive questions about scattering ashes from individuals who have cremated remains of family members in their possession.  Federal and Indiana laws dictate how and where cremated remains can be disposed.  However, laws […]

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9 (Potential) Problems with Your Trust

All trusts (and other estate plan documents) should be reviewed every few years to make sure that they are up-to-date with the law and meet your goals today. Following is a checklist of trust features you can review yourself. But be aware that these only refer to revocable “living” trusts, not to irrevocable trusts. Do […]

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Three Reasons You Need More than a Last Will and Testament in Your Estate Plan

You have a Last Will and Testament.  All your assets will be managed and disposed according to your wishes, right?  Probably not.  People often misunderstand what a will does which can have a big impact on how assets are managed and disposed of for you and your family. The Will is Only Effective Upon Death […]

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Caregiver Contracts: A Growing Planning Trend for Families

Many people are willing to voluntarily care for a parent or loved one without any promise of compensation. Even so, a growing number of people are entering into caregiver contracts (also called personal service or personal care agreements) with their family members. Having such a contract has many benefits. It rewards the family member doing […]

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Four Provisions People Forget to Include in Their Estate Plan

Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on your family. Alternate Beneficiaries One of the most important things your estate plan should include is […]

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Execute a Power of Attorney before It’s Too Late

A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases.  This crucial document allows a person you appoint — your “attorney-in-fact” or “agent” — to act in place of you — the “principal” — for financial purposes when and if you ever become incapacitated […]

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