How to Choose a Financial Planning Attorney

Should you consider using a financial planning attorney. Often, a simple meeting with an attorney can make all the difference in the world when it comes to an orderly asset transfer. Here’s a story to illustrate why a couple in Indiana decided to take the do-it-yourself approach to financial planning.  The husband died unexpectedly, and [...]

By |2020-04-17T16:04:44+00:00March 20th, 2019|Financial Planning|

What You Need to Know About Probate

Most people have a general fear of probate which is often based on publicity or misunderstood information. The press and numerous articles explain the hazard of probate and the underlying expenses which could wipe out an estate. Are these real or imagined concerns? The answer is quite simple, it all depends. It depends on the size and complexity of the estate. It depends on instructions from the will of the decedent.

By |2020-04-15T01:21:56+00:00January 29th, 2019|Estate Planning|