One of the most common myths about retirement and estate planning is that it is only necessary if you are very wealthy. This is a misnomer that can have long-term ramifications for you and for your family members. Having an estate plan in place can help your family avoid a potentially costly and long probate process. Working with a law firm that works nearly exclusively on meeting your estate planning needs can help maximize the amount of money your heirs inherit and ensure your final wishes are carried out.
When you have worked hard your entire life, you want to enjoy your retirement. As we age however, the likelihood of becoming incapacitated or injured grows. We can help you plan for the potential of incapacity by ensuring we have made the proper plans for qualifying for Medicaid, prepare trust documents that help preserve your assets and help with the preparation of advanced directives, powers of attorney and more.
We assist clients all over Greenfield, Fortville, New Palestine, McCordsville, Hancock County, Indianapolis, Shelbyville, Morristown, Knightstown, Anderson, Pendleton, New Castle, Connersville, Rushville, Fishers, Geist, Carmel, Shelby County, Henry County, Hamilton County, Madison County, Marion County and central Indiana prepare for their end of life care and make sure their wishes are documented.
When you have worked hard your entire life, you want to enjoy your retirement. As we age however, the likelihood of becoming incapacitated or injured grows. We can help you plan for the potential of incapacity by ensuring we have made the proper plans for qualifying for Medicaid, prepare trust documents that help preserve your assets and help with the preparation of advanced directives, powers of attorney and more.
We assist clients all over Greenfield, Fortville, New Palestine, McCordsville, Hancock County, Indianapolis, Shelbyville, Morristown, Knightstown, Anderson, Pendleton, New Castle, Connersville, Rushville, Fishers, Geist, Carmel, Shelby County, Henry County, Hamilton County, Madison County, Marion County and central Indiana prepare for their end of life care and make sure their wishes are documented.
Services
Jason has been an investment advisor for fifteen years and has helped hundreds of people plan for and achieve their goals for growing, protecting and transferring their wealth.
He spent the first part of his career at Edward Jones and Merrill Lynch, and in March of 2009 joined the Trust & Investment Management department of Greenfield Banking Company.
He has trained and mentored over 50 financial advisors as they have started their careers.
He graduated from the Indiana University School of Law in 1999 and was admitted to the state bar in 2000.
He spent the first part of his career at Edward Jones and Merrill Lynch, and in March of 2009 joined the Trust & Investment Management department of Greenfield Banking Company.
He has trained and mentored over 50 financial advisors as they have started their careers.
He graduated from the Indiana University School of Law in 1999 and was admitted to the state bar in 2000.
Dickmann Reason Bogigian & White Greenfield IN Estate Planning Law Few of us ever give much thought to our golden years beyond retirement.
While many of us have a retirement plan in place, what we most often lack is a plan to deal with a health crisis, personal care and care of our finances as.
Greenfield, IN Probate Lawyers: Dickmann Reason Bogigian & White The probate process is required to prove a will exists and is valid, identify the assets of the decedent, appraise all of the assets and distribute property in accordance with the terms of the will or as outlined in state law.
While many of us have a retirement plan in place, what we most often lack is a plan to deal with a health crisis, personal care and care of our finances as.
Greenfield, IN Probate Lawyers: Dickmann Reason Bogigian & White The probate process is required to prove a will exists and is valid, identify the assets of the decedent, appraise all of the assets and distribute property in accordance with the terms of the will or as outlined in state law.
Few of us ever give much thought to our golden years beyond retirement.
While many of us have a retirement plan in place, what we most often lack is a plan to deal with a health crisis, personal care and care of our finances as we age.
However, a fall, an illness or simply old age may prevent us from making or communicating our wishes to our loved ones.
In addition, the financial burden of our care could fall to family members if we have not taken the time to put a plan in place.
Long Term Care Planning - we'll help you develop a plan for paying for nursing home expenses, in-home care expenses and other expenses involved in your care as you age.
While many of us have a retirement plan in place, what we most often lack is a plan to deal with a health crisis, personal care and care of our finances as we age.
However, a fall, an illness or simply old age may prevent us from making or communicating our wishes to our loved ones.
In addition, the financial burden of our care could fall to family members if we have not taken the time to put a plan in place.
Long Term Care Planning - we'll help you develop a plan for paying for nursing home expenses, in-home care expenses and other expenses involved in your care as you age.
The probate process is required to prove a will exists and is valid, identify the assets of the decedent, appraise all of the assets and distribute property in accordance with the terms of the will or as outlined in state law.
The probate process in Indiana can be greatly simplified if there is a will in place or in the event the decedent's property is held jointly or in TOD (transfer on death) accounts.
Being administrator or executor involves a fiduciary responsibility and there are time frames under which certain steps must be taken.
The probate process in Indiana can be greatly simplified if there is a will in place or in the event the decedent's property is held jointly or in TOD (transfer on death) accounts.
Being administrator or executor involves a fiduciary responsibility and there are time frames under which certain steps must be taken.
One of the best ways to ensure your property is distributed in accordance with your wishes is to have a will or a trust prepared.
Not only does this minimize the probate process, but it also ensures your wishes are carried out.
Last Will and Testament - we can help you prepare a will so that your family will know exactly what your wishes are for your assets after your death.
Wills typically include distribution of assets to family members, loved ones and charities if this is your desire.
A properly prepared will can ensure everyone knows your final wishes for your assets and personal property.
Not only does this minimize the probate process, but it also ensures your wishes are carried out.
Last Will and Testament - we can help you prepare a will so that your family will know exactly what your wishes are for your assets after your death.
Wills typically include distribution of assets to family members, loved ones and charities if this is your desire.
A properly prepared will can ensure everyone knows your final wishes for your assets and personal property.
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