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Estate Planning - The Basics

Free eBooklet: Estate Planning – The Basics

This free, downloadable eBooklet will answer your most important questions and tell you what you need to know in order to be confident that you have a case, such as:

 

  • What is a Living Will?
  • What is a Health Care Power of Attorney?
  • What is a Financial Power of Attorney?
  • How does ownership of property pass at your death?
  • What is probate property?
  • Why is it important for me to have a Last Will and Testament?
  • What is a spousal election to “take against” the Will?
  • What if I file for divorce?
  • After my divorce – What updates should I make to my estate planning documents
  • What is an “annual exclusion” gift?
  • What is the federal gift tax exemption?
  • What is the federal estate tax exemption?
  • What about Indiana inheritance taxes?
  • How much will it cost to have an estate plan prepared?
  • How often should I review my estate planning?

Other Practice Areas

Estate Planning

Farm Succession Planning

Family Business

Charitable Planning

Irrevocable Trusts

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