The Importance of a Comprehensive Estate Plan

From young families just starting out to older individuals concerned about their legacy, everyone needs estate planning. Estate planning is not just about writing a will and other legal documents. It’s about efficiently transferring assets or a business from generation to generation. Estate planning is also an effective tool for making sure your assets go to your heirs and beneficiaries, instead of the government.

At the Indiana law firm of Dale & Eke, our estate planning clients range from young to old. Clients come to us to ensure that a new child will be cared for in any eventuality and to create a detailed succession plan for a multimillion dollar family business.

At Dale & Eke, many of our estate planning clients come to us through referrals. Our team includes lawyers with backgrounds who can give highly sophisticated guidance in estate and inheritance tax minimization and gift tax matters. Our team includes three lawyers who are Certified Estate Planning and Administrative Specialists, certified by the Estate Planning and Administrative Specialists Certification Board of the Indiana State Bar Association.

  • Our attorneys can help you create a broad range of estate planning vehicles, including:
  • Wills
  • Revocable or credit shelter trusts
  • Durable powers of attorney
  • Health care powers of attorney
  • Advance medical directives (living wills)
  • Guardianships and conservatorships
  • Irrevocable life insurance trusts
  • Qualified personal residence trusts
  • Charitable trusts
  • Other advanced estate planning techniques for high net-worth individuals

As a multidisciplinary firm, we can also help you explore planning options outside the scope of a traditional will and estate practice. For example, we can help you protect the inheritance rights of children from a previous marriage through a prenuptial agreement under Indiana family law. Our lawyers can also assist in avoiding the probate process (the administration of estates). We invite you to contact our offices in Indianapolis today to discuss your estate planning needs.

Trust Administration

Trusts are very useful tools in estate planning and when utilized properly can result in substantial savings in federal estate and Indiana inheritance tax. Further, the use of certain trusts can result in avoiding probate. Our attorneys have the knowledge and experience to advise you and to prepare the appropriate trust or trusts for you and your family, and also to counsel and assist you and/or the trustees in the administration of the trusts.