Safe & Secure Document Storage for Estate Planning

If you’ve ever spent an afternoon tearing through file cabinets looking for a deed, a life insurance policy, or a stock certificate after a loved one’s death, you already know that estate planning isn’t just about writing a will or trust — it’s about making sure the right documents can actually be found and used when they’re needed. In Indiana, … Read More

Passport, Packing, & Power of Attorney: Your Summer Checklist

Summer Checklist Blog, Power of Attorney Indiana

Written By: Valerie Hollar, Drafting Paralegal [medical power of attorney] Summary: As you pack for your summer vacations, ensuring you are prepared for unexpected medical situations is just as important as bringing the essentials. This guide outlines how to locate, digitize, and share your medical power of attorney documents so your trusted representatives can act quickly in an emergency. Taking … Read More

Indiana Probate vs. Non-Probate Assets Explained

A comparison graphic of Indiana estate planning paths: The left side shows the formal probate process with a courthouse and gavel for assets like individual bank accounts and vehicles. The right side shows the non-probate path with a sunrise and trust documents, illustrating how assets like life insurance and living trusts bypass the probate court.

By: Justin Schuhmacher, Owner/Attorney [Probate] Disclaimer: This article is for informational purposes only and does not constitute legal advice. Indiana probate and estate planning laws are complex and subject to change. For advice specific to your situation, please consult with a qualified Indiana attorney. Summary: Understanding the foundation of an Indiana estate plan requires mastering the distinction between probate assets … Read More