Life Planning
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Have a question about your will or trust but don’t know where to start?
Estate Planning
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Have a question about your will or trust but don’t know where to start?
PROTECT YOUR FAMILY
PROTECT YOUR FAMILY
What Is Life Planning in Indiana?
Most people instantly think of taking legal action to make sure the proper individuals inherit their possessions when they pass away while discussing estate planning. That idea is not unreasonable, but it neglects a crucial aspect of life planning. This component of planning is possibly the most important.
Planning that is exclusively concerned with who will receive what after your death ignores the fact that there are other things you should plan for. Consider the possibility that you could become ill or injured before dying at some point.
All of us are constantly in danger of suffering a fatal illness or accident that leaves us unable to look after ourselves or our loved ones. But whereas death is by definition a final result, disability has an indeterminate course and duration.
Recent technological developments have improved the medical community’s ability to prolong life in situations where it could have otherwise been fatal. The quality of life that will be experienced as a result of these advancements in medical technology is a subject that many people are becoming more and more worried about. This is especially true when a person is physically or psychologically unable to make decisions regarding their own care.
Incapacity might be the beginning of a prolonged, expensive event that ultimately results in your death, or it can be a short – term occurrence from which you eventually recover. A long period of incapacity can leave you and your family in a painful limbo. Planning for incapacity is crucial because of this uncertainty.
In fact, being incapacitated might cause your loved ones a lot more stress than your passing. This can be true for both the devastating financial consequences, and also of the internal strife, emotional pain, and costly court cases your family may experience if you neglect to address it in your plan.
Effective estate planning aims to prevent disputes and court appearances for your family in the event of your passing. Think about it: if you just make plans for your demise, you’re leaving both your family and yourself incredibly open to disastrous outcomes.
When building an incapacity plan, there are several planning strategies to pick from. This should ideally consist of a wide range of planning tools, each of which serves a distinct function rather than just being a single document. These tools include Healthcare Power of Attorney, Living Will, Financial Power of Attorney, Revocable Living Trusts, and more.
Call our firm today to determine which plan is right for you!
Anne Heche Dies With Conflict Around Her Will, Leaving Her Sons & Estate in Legal Limbo-Part 1
ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 1 Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where it burst into flames. After being pulled from the wreckage, the Emmy Award-winning actress […]
4 Reasons Estate Planning Is Essential For Business Owners
Or: Why Should Business Owners Have An Estate Plan? If you’re running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over your potential incapacity or death seem far […]
How Can I Help My Family By Planning For Incapacity?
Don’t Underestimate The Importance Of Planning For Incapacity When it comes to estate planning, most people think about taking legal steps to ensure the right people inherit their stuff when they die. That thought is not wrong, but it leaves out a very important piece of planning. Specifically, a plan for what happens if […]
What Documents Can We Prepare?
What Documents Can We Prepare?
Foundational Documents
A Will
Financial Power Of Attorney
Medical Power Of Attorney
A Living Will (also called an Advanced Directive)
Living Trusts
Irrevocable Trusts and Revocable Trusts
Asset Protection Trusts
Real Estate Trusts
Special Needs Trusts
Educational Trusts or Student Fund Trusts
Pet & Gun Trusts
Beneficiary’s Deed
Also called a “Transfer On Death Deed.” You name the beneficiaries that will receive any real estate property upon your death. A beneficiaries deed is paired with your living will. This is a great method for avoiding probate and transferring real estate without a trust. Always consult your estate planning attorney.
Ali Saeed
Estate Planning Attorney
Advising You Step By Step!
We work together with our clients to make sure your wishes are carried out, so although we provide important estate planning documents, we are not just document producers. We care about our clients well-being, and hope our clients too feel the same. I look forward to connecting!
Ali Saeed
Estate Planning Attorney
Advising You Step By Step!
We work together with our clients to make sure your wishes are carried out, so although we provide important estate planning documents, we are not just document producers. We care about our clients well-being, and hope our clients too feel the same. I look forward to connecting!
What Clients Say About Ali
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Questions Your Attorney Will Ask…
Questions Your Attorney Will Ask…
✅ List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets
✅ A recent bank statement
✅ List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities
✅ A copy of the deed to any real estate you own – if you can find it
✅ Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above
✅ Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above
✅ List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets
✅ A recent bank statement
✅ List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities
✅ A copy of the deed to any real estate you own – if you can find it
✅ Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above
✅ Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above
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