Whether you have a large estate or own a few assets, it helps to have a clear plan in place in the event of your incapacitation or death. Failing to prepare an estate plan can make settling your affairs more complicated for your family and beneficiaries.
What Is Estate Planning?
Estate planning is a legal procedure of making it clearly known how your assets should be handled after your death or incapacitation. An estate plan is usually set up with the help of a lawyer experienced in estate law. Whether you need help creating or updating your current estate plan, attorneys at Applegate & Dillman Elder Law can help.
We have vast experience helping seniors and their loved ones navigate even the most challenging estate planning matters. Through our Life Care Planning Program (which combines estate planning, long-term care, and Medicaid planning), we help individuals and families regularly assess their goals and ensure their estate plans align with them.
Do You Need an Estate Plan?
A common misconception is that estate planning is only for the wealthy class, but the reality is that you may need this legal document even if you have a few assets. In simple terms, anyone who wants their wealth to be distributed to one or more survivors after their death should consider creating a formal estate plan through an estate planning attorney.
At Applegate & Dillman Elder Law, we understand that estate planning can mean different things to different people. Plus, what works for someone else might not work for you. Therefore, we strive to create custom estate plans that address specific asset protection needs.
What Are the Benefits of Hiring Applegate & Dillman Elder Law?
Applegate & Dillman Elder Law is a full-service legal firm with both legal and medical professionals. It is the only legal firm that offers life care planning services in central Indiana, so you can trust our holistic approach in handling your estate planning and long-term care matters.
We will listen to your needs and create a customized estate plan that meets your unique goals. Our legal team also handles the estate planning process professionally from start to finish. Besides creating the plan, we will implement and nurture it by making regular updates according to your needs. We will also help distribute your assets upon death to help your survivors avoid litigation.
What to Expect
- Preparing a will or trust
- Establish your directives, including the power of attorney
- Irrevocable asset protection trusts
- Health care directives
- HIPAA authorization
When you work with Applegate & Dillman Elder Law, you can rest assured your estate will be distributed to the right heirs and beneficiaries and that your financial and family affairs will be kept private. You can also have peace of mind knowing your disabled children or grandchildren will be protected. In addition, we protect your estate until the heirs and beneficiaries are mature enough to handle their inheritance.
Contact Us Now
Ready to get started? Contact our Indiana estate planning attorneys for inquiries and discuss your needs and wishes for the future.