by Lisa Adler | Mar 28, 2020 | Uncategorized
We will soon be able to assist clients in executing their estate planning documents without meeting in person through use of remote online notary (“RON”), which will soon be available by the Indiana Secretary of State. Our team will take steps to have this...
by Lisa Adler | Mar 24, 2020 | Uncategorized
Loss of a loved one is always difficult, but losing a family member at this time of pandemic is made harder by the social distancing and other restrictions being put in place. Funeral homes are limiting who can attend a funeral. At this time, when it may not be...
by Lisa Adler | May 17, 2018 | Appointment of Healthcare Representitive, Estate Administration, Incapacity Planning, Intestate, Litigation, Living Wills, Power of Attorney, Trusts, Wills, Wills & Trusts
How should a mother provide for her children in her will? A recent article asks this question, pointing out that many women live alone and need to make decisions on their own, and not with a spouse or partner, regarding their estate planning, finances, and...
by Lisa Adler | Dec 3, 2014 | Estate Administration, Wills & Trusts
The IRS announced the 2015 Gift and Estate Tax Exemption Amounts, along with other tax changes, here. For persons dying in 2015, the Federal Estate Tax exemption amount has increased to to $5,430,000, up from the 2014 exclusion amount of $5,340,000. This means that,...