Preparing Your Estate Plan With Insight And Foresight

No matter your age, health or wealth, it is wise to work with an experienced attorney to develop an effective estate plan. At Zerbe Garner Blondell & Weldon, LLP, our Lawrenceburg estate planning lawyers strive to answer all of your questions and be readily accessible throughout the legal process. We understand that it can be difficult to make decisions that are based solely on your death or incapacitation. Our firm is prepared to guide you through this process with personal service and individual attention. Count on us for valuable insight, compassion and creative solutions throughout.

In Indiana, the estate planning process can get more complex, the more comprehensive you want your plan to be. There are typically five documents that must be drafted through the process.

  1. A will: This document will describe your assets and personal property in as much detail as you desire. Often, a will is referred to as a document that details "who gets what when."
  2. A trust: If a will specifies your assets, a trust will typically detail your finances. Trusts can be created for a number of reasons — to provide for a minor child, to provide for a business venture, to provide for a scholarly endeavor or to provide financial stability to a special needs child.
  3. Durable power of attorney: This could also be referred to as a financial power of attorney. This document allows you to name another individual to make financial decisions if you are unable to do so.
  4. Health care power of attorney: This could also be referred to as medical power of attorney. Here, you can name a proxy who can make medical decisions for you if you become medically unable to do so.
  5. Living will: Often used in conjunction with a health care power of attorney, a living will gives instructions regarding the use of life-sustaining measures. This document clearly establishes your desires, but does not name a proxy who can make decisions for you.

Through the creation of wills and trusts and the rest of these documents, most individuals experience peace of mind. Knowing that your estate is in good hands allows you to rest easier. It is also important to remember that these documents can often be altered or modified based on changing life circumstances.

Once an estate plan has been established, you might have questions regarding elder law. Our firm can provide the insight you need in these complex matters. Additionally, if you have lost a loved one, you will likely need legal guidance through the probate process. Look to Zerbe Garner Blondell & Weldon, LLP, for the help you need.

Contact The Firm

At Zerbe Garner Blondell & Weldon, LLP, most initial consultations are free. Contact our office to learn more about our services or schedule a meeting. Call us at 812-551-0436 or contact us online.