Indianapolis Estate Planning Attorney
Serving the Indianapolis community and surrounding areas throughout Indiana, we are deeply committed to local families and businesses. We know that no two clients share the same situation, which is why we take the time to truly understand your priorities. By listening closely and assessing your needs, we develop strategies that reflect your values, goals, and long-term plans. Whether you’re preparing for the future, safeguarding your assets, or facing intricate legal issues, our team pairs seasoned knowledge with a client-centered mindset to provide guidance that is clear, practical, and genuinely aligned with your best interests.
Indianapolis Office Details
Address: 10475 Crosspoint Blvd Suite 250, Indianapolis, IN 46256
Phone: (317) 934-7283
Services We Offer
We work closely with clients to identify and achieve their goals, from transferring family wealth to preserving family businesses, all while minimizing administrative costs and taxes.
We guide clients through all stages of their business growth, from start-up and early-stage businesses into middle market and, finally, into succession planning and exit strategies.
We assist families with administering trusts after the death of a loved one. Every trust administration is unique and we adapt our representation to the level of assistance needed.
Client Testimonials
Frequently Asked Questions
What Documents Should You Include in Your Estate Plan?
For financial documents, we recommend having:
- A revocable trust
- A pour-over will
- A financial power of attorney
On the medical side, we recommend having:
- A HIPAA authorization
- A a healthcare power of attorney
- An end-of-life document
Should You DIY Your Estate Plan Online?
People have a false sense of security when they do it themselves that it’s done correctly. That can be problematic because issues don’t get discovered until much later in life, when they’re gone, and loved ones discover those issues. The loved ones deal with the headaches that they didn’t know existed.
How Old Do You Need to Be to Have an Estate Plan?
Everyone needs estate planning, no matter their age, and everyone age 18 or older needs his or her own estate plan.
Meet Our Indianapolis Estate Planning Team
Serving clients in Indianapolis, IN and surrounding areas, you’ll work closely with our dedicated team of experienced estate planning professionals. Some of those team members could include:
