Estate Planning

With over 25 years of experience we are able to provide our clients with superior service and advice. Clients can rely on our extensive knowledge and experience for any of their needs in all of the following areas:

J.H.H. RESUME

Simple Wills

Revocable (Living) Trusts

Healthcare Representative Designations

Estate Administration

Structuring of Gifts and Giving Programs

Allocation of Retirement

Pour-Over Wills and Trusts

Allocation of Insurance Proceeds

Power of Attorney

Living Wills

Trust Administration

Structuring of Family Business Arrangements

Why do I need a Will or Trust?

By creating a will and/or a trust you are ensuring that your legacy, interests, assets, and intents are protected in the event of an untimely passing. In Indiana, if you pass away without a will or trust in place state statute will define how your assets and interests are divided.

In creating a will and/or trust we will make sure that each client understands the various options available and the potential pro’s and con’s to all decisions. Each clients will and/or trust is custom tailored to their own unique needs and desire.

Creating an individualized plan is not a once in a lifetime decision. We strive to create a lifelong relationship with our clients and encourage them to contact us with any future will or trust issue as it may arise.

Please fill out our contact form to learn about our estate planning. Our goal is meet our clients every need and thus we offer evening and weekend appointments, and house calls by appointment.

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