317-426-9334             445 N. Pennsylvania St., Indianapolis, IN   46204

Demystifying the Estate Planning Process

 

Get Your Affairs in Order

 

No   one   likes   to   think   about   the   day   when   they   will   be   gone.   However, sometimes  it's  important  to  put  our  fears  aside  to  focus  on  our  family's  needs.  Will  they  be  well-taken  care  of  when  you  pass?  The  careful  planning  of  trusts and estates can make all the difference for those you will be leaving behind, and well-considered planning can also benefit you for the rest of your life. In order to protect  yourself  and  your  family,  it  is  vitally  important  that  you  work  with  an experienced  Indiana  Estate  Planning  Lawyer  to  ensure  that  your  wishes  are followed  when  you  are  gone.

 

Demystifying The Estate Planning Process

 

An "estate plan" is an umbrella term that covers a wide variety of arrangements for  dealing  with  one's  estate.  The  documents  in  your  estate  plan  are  tailored  to whatever   your   unique   situation   and   estate   plan   goals   require.   While   some people  need  Trust  Agreements  to  accomplish  their  specific  goals  and  minimize probate  expenses,  others  may  not.  An  experienced  estate  planning  lawyer  will  assess  your  particular  financial  and  personal  situation  and desires    to    determine    which    estate    planning    documents    are    required    to accomplish  those  needs.

 

Some  of  the  more  basic  documents  that  most  estate plans   include   are:

 

Last   Will   and   Testament

Durable   Financial   Power   of Attorney

Health  Care  Power  of  Attorney

Living  Will

Funeral  Planning Declaration

Special Needs Trust Planning

Business Succession Planning

Preservation and Transfer of Wealth

Gift and Estate Tax Planning

Estate and Trust Administration

Planning for Public Benefits such as Medicaid and SSI

 

Whatever your needs, make the process of estate planning and creating trusts asimple matter. Having a skilled estate planning lawyer can save you and your family thousands in future estate taxes.

 

 

 

 

 

 

 

© Copyright 2018 Barbara J. Baird   •  Advertising Material

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Barbara J. Baird Attorney at Law

445 N. Pennsylvania St

Indianapolis, IN   46204

317-426-9334

© Copyright 2018 Barbara J. Baird  |  advertising material

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