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Trusts And Estates

Whatever their dream, plan for your kids

This past weekend, my family and I went to South Bend for the Blackhawk's training camp. While looking over a menu in a restaurant there, I heard my son Colin say to my wife, "There are sparklies missing from my sash." Without thinking I said, "Well that sucks," followed up quickly with, "Wa…

September 26, 2014 2:36 pm

I have a will -- now what?

Q: I have completed my estate plan. I have a will and a power of attorney. What else should I do to make it as easy as possible on my kids? Should I give each of them a copy of the documents?

August 10, 2014 12:00 am

Understand the plan

I received a voice mail from a former client. The message indicated he needed to do some estate planning. He wasn't sure if he needed a living will or just a will, but he definitely needed something.

September 15, 2013 12:00 am

When is a distribution taxable?

Q: Why would my accountant tell me that my inheritance would be subject to income tax? I thought it was only subject to inheritance tax.

August 18, 2013 12:00 am

How to remove a spouse's name after death

Q: My dad died several years ago. At the time, my mother didn't do anything to remove my father's name from anything. His name is still on the house, the car and several bank accounts. Mom is getting up there in age, and I think we should take care of this before she gets any older. What nee…

June 16, 2013 12:00 am

You still need a will even if you have a trust

Q: Why does a person need a will if he has created a trust?

December 30, 2012 12:00 am

Who will get my money?

Q: We recently gave a copy of your article on dying without a will to our daughter. She immediately asked, “If I die without a will, who will get my money if not my nieces, siblings and parents?” We thought you would be kind enough to expound on this for us.

August 26, 2012 12:00 am

Be prepared for the legal consultation

Q: Are attorneys required to give a free consultation when discussing estate planning?

July 08, 2012 12:00 am

Establishing education trusts

Q: We want to set up a trust for our grandchildren's education. To save money, is it possible to set up one trust for all of the grandchildren or do we need to set up a separate one for each of them?

June 17, 2012 12:00 am

Who pays the tax?

As you all probably know by now, Indiana has an inheritance tax. The Indiana inheritance tax includes almost everything that transfers as the result of the death of an Indiana resident. Things that aren't taxed include real estate owned by an Indiana resident but located in another state and…

October 02, 2011 12:00 am

Understand what those words mean

In this column, I talk a lot about how an estate plan is more than just a will or trust. Sure, getting your stuff to your loved ones is a big part of any estate plan, but it's only one part of the plan. With that in mind, I write each week about powers of attorney and living wills. I've talk…

September 11, 2011 12:00 am

How to revoke a power of attorney

Q: What happens if you change your mind about someone you appointed in a Power of Attorney? Can you remove that person and appoint someone else? If so, what's the best way to do it?

July 10, 2011 12:00 am
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