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7030 Pointe Inverness Way, Suite 330, Fort Wayne, Indiana 46804
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Estate Planning

Planning for the future

One of the kindest things you can do for your loved ones is to plan for the disposition of the assets that you worked hard to acquire.  Even if you do not consider yourself wealthy, you have an estate if you own one or more valuable assets, such as—

  • A home
  • An investment property
  • A savings account
  • A retirement account
  • A business
  • Stocks
  • Bonds
  • Valuable property, such as cars, boats, art, etc.
  • Valuable collectibles

If you do not plan for the future disposition of your assets, Indiana law determines where your money and property goes.  There are currently both state and federal death taxes, a fact that prudent planning can minimize or even eliminate.  If you care about the financial security of your loved ones, and if you want to maximize the assets you pass on, then you need a sound estate plan.

We know that every client’s circumstances are different.  That is why we ask you to fill out a detailed estate planning questionnaire.  The more information you can provide, the better we can tailor an estate plan to your individual needs.

We use a variety of legal tools to implement your estate plan, including—

  • Last Will and Testament—to name beneficiaries of your assets upon your passing
  • Trust (revocable or irrevocable)—to allow a chosen Trustee to manage assets for the benefit of another
  • Financial Power of Attorney—to name one or more agents to make financial decisions for you if you cannot
  • Health Care Power of Attorney/Appointment of Health Care Representative—to name one or more agents to make health care decisions for you if you cannot
  • Living will—to make your medical wishes known to healthcare providers and agents in the event of terminal illness
  • Funeral Planning Declaration – to make known your wishes with regard to your funeral and burial
  • HIPAA release—to permit the sharing of your confidential medical information when necessary
  • Charitable giving—to provide for your favorite charities with the added benefit of favorable tax consequences

Get the legal help you need when planning for your future