by Lisa Adler | Apr 16, 2018 | Estate Administration, Intestate, Trusts, Wills, Wills & Trusts
Good news for Hoosiers doing their estate tax planning: Indiana does not have an inheritance tax. Indiana previously had an inheritance tax, but it was repealed in 2013. Thus, there is no Indiana Inheritance tax for those who die after December 31, 2012. Indiana is...
by Lisa Adler | Apr 3, 2018 | Appointment of Healthcare Representitive, Estate Administration, In the News, Incapacity Planning, Intestate, Living Wills, Power of Attorney, Trusts, Wills, Wills & Trusts
Here’s a journalist’s take on getting (his long put off) estate planning documents in place: What it was Like to Finally Write My Will, by John Schwartz. And here’s Mr. Schwartz’s “To Do” list from this piece. Of course, I...
by Lisa Adler | Jan 1, 2018 | Estate Administration, Wills & Trusts
Happy New Year! We have some big tax changes. Highlights of the new tax law’s impact on your estate planning: Federal Estate Tax: o The federal estate tax exemption amount has doubled. In 2018, each individual has a $11.2 Million exemption amount. This is double...
by Lisa Adler | Apr 29, 2016 | Estate Administration, In the News, Intestate, Trusts, Wills, Wills & Trusts
The recent passing of music legend Prince serves as yet another reminder to get your estate plan in place. As reported in the press, Prince’s sister has filed papers with the Court alleging that her brother died without a will. Dying without a will in place is...
by Lisa Adler | Aug 14, 2015 | Appointment of Healthcare Representitive, Estate Administration, Guardianship, In the News, Incapacity Planning, Litigation, Living Wills, Power of Attorney
A few weeks ago, I wrote about the importance of having your now adult child get his or her estate planning documents prepared. The idea may seem unnecessary at first blush — your now 18 year old (or twenty-something) “adult” child has just reached...
by Lisa Adler | Feb 28, 2015 | Estate Administration, Incapacity Planning, Trusts, Wills, Wills & Trusts
This is a topic of much passion for me. Estate planning is a necessary protection for all parents with minor children. Yet, national surveys reveal that less than 40 percent of Americans with children under the age of 18 have their estate planning documents in...
