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 | Feb 25, 2017 | Incapacity Planning, Intestate, Trusts, Wills, Wills & Trusts
If the answer is “no,” a recent survey shows that you are not alone. Only 4 in 10 American adults have a will or trust in place. While older Americans are more likely to have a plan in place (81 percent of those age 72 or older and 58 percent of...
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 27, 2015 | Appointment of Healthcare Representitive, Incapacity Planning, Intestate, Living Wills, Power of Attorney, Trusts, Wills, Wills & Trusts
I just tweeted an article by a Boston financial planner, Dee Lee, who discusses the importance of parents with minor children getting their estate plans in place. I strongly feel that setting up an estate plan with protections for minor children is just as important...
by Lisa Adler | Jun 30, 2014 | Intestate, Wills, Wills & Trusts
First Marriage and no children: Your surviving spouse will receive three-fourths (3/4ths) of your estate and your surviving parents will receive one-fourth (1/4) of your estate. If your parents predecease you, then your surviving spouse will receive all of your...
by Lisa Adler | Jun 20, 2014 | Intestate, Wills, Wills & Trusts
Indiana law provides a “default” estate plan for you, if you do not have a Will at your death. This is called an “intestate” estate. Does Indiana’s default plan match your intentions to provide for your loved ones? Here’s a guide...
