On behalf of Allen Wellman McNew Harvey, LLP | Jan 3, 2020 | Estate Litigation, Estate Planning
Here’s a hypothetical situation: your elderly aunt died and left a will in which she named you as her personal representative. You remember agreeing to take on that task, but you are not sure what the work involves. Here are six mistakes to avoid in your role...
On behalf of Allen Wellman McNew Harvey, LLP | Nov 15, 2019 | Estate Planning
Many Indiana parents with special needs children worry about the future of their loved ones. One way parents address their concerns is to create a special needs trust that can provide for their children years into the future. But setting up a special needs trust is...
On behalf of Allen Wellman McNew Harvey, LLP | Oct 7, 2019 | Estate Planning
When a person dies, Indiana state law may require his or her estate to go through probate. During this process, which often takes up to a year, the court supervises the surviving spouse or another authorized family member in distributing property from the estate and...
On behalf of Allen Wellman McNew Harvey, LLP | Jun 20, 2019 | Estate Planning
Although it can be very difficult to contemplate passing away while your children are still young, it is important to plan for the unlikely scenario. Doing so will give you peace of mind because you will have the knowledge that your children will be protected and...
On behalf of Allen Wellman McNew Harvey, LLP | Jun 14, 2019 | Estate Planning
There are so many different things to consider while writing a will that many people overlook some pretty important factors. If you haven’t updated your will in the past three to five years, it’s a good idea to make sure the following three things are...
On behalf of Allen Wellman McNew Harvey, LLP | Jun 14, 2019 | Estate Planning
Sticking to a custody agreement can be challenging. Both parents want to spend as much time with their children as possible but work and extra curriculars can get in the way. As children grow up, they may also take on new responsibilities and interests that alter...
On behalf of Allen Wellman McNew Harvey, LLP | May 23, 2019 | Estate Planning
When you are thinking about the legacy that you would like to leave at the end of your lifetime, it is likely that your immediate family and loved ones will be your first concern. However, in addition to the people that you love, you may also think about the causes...
On behalf of Allen Wellman McNew Harvey, LLP | Apr 17, 2019 | Estate Planning
If you use a trust as part of your estate plan, one option you have is to give out the money from the trust only when your children reach a certain age. For instance, maybe your children just started college. They’re in their late teens. You want to make an...
On behalf of Allen Wellman McNew Harvey, LLP | Feb 26, 2019 | Estate Planning
Your estate plan is the set of instructions that your loved one will follow when you pass away. There are often several documents that come together to create this plan, so you should make sure that you have everything you need to convey your wishes. We are here to...
On behalf of Allen Wellman McNew Harvey, LLP | Jan 15, 2019 | Estate Planning
Creating your estate plan isn’t always easy, especially when you have a big family. You probably want to make sure that you are taking care of everyone. Sometimes, people worry that they are doing things fairly. What many people don’t realize is that fair...
