Protect Your Estate With Our Personalized Services
At Zentz & Roberts, P.C, we are a skilled Indiana estate planning law firm with a mastery in the art of estate taxes and planning. It is our duty to make certain that either you or your loved one’s assets are distributed with as minimal external interference or delay as possible. When you are ready to speak with Zentz & Roberts, P.C, call our Indiana estate planning lawyers in Indianapolis at 317-220-6056.
What Is Estate Planning?
The practice of estate planning involves the planning for the orderly transfer of the management and disposal of an individual’s estate during both the person’s life and after death. Estate planning is easy to say. But good estate planning is a more involved process to complete successfully. It’s important that the process is completed with care and concern when planning for the orderly transfer of your assets.
Expert Estate Planning Is A Complex Process
Estate planning is a much more complicated process than simply drafting or making minor revisions to your will. Estates can be both extremely large or extremely small. The most important aspect of any estate plan is that it is YOURS. When you work with an estate planning attorney in Indianapolis, remember that they are skilled in Indiana estate planning law.
What Comprises An Estate Plan?
When it comes to planning your estate in Indianapolis, it is normal to expect a number of different questions to arise throughout the process. Ensuring that you have your estate plan in place is important because if you pass away without a valid will or trust in place, the court, and not you, could end up as the responsible party for deciding how your estate is divided. Between the government and your heirs. No one wants that to be their lasting legacy. Normally, a complex estate plan may include planning for the distribution of items such as:
- Trust funds
- Businesses and business assets
- Real property
- Life insurance policies
- Retirement plans
- Inheritances and other gifts
- Unnamed financial resources
What Is Probate?
Probate is the legal process in which the assets of a deceased individual pass to the heirs or beneficiaries of the deceased individual. If there is an asset or assets that are in a deceased person’s sole name, there is a good probability that the deceased’s asset or assets will need to go through the probate process in order for that property to pass to the rightful heir or beneficiary of the property. Assets that need to go through the probate process could include, but are not limited to:
- Real estate
- Checking accounts
- Savings accounts
- Brokerage accounts
- Retirement accounts
- Life insurance policies
However, if the title to an asset is held jointly with another individual or there is a named beneficiary on the asset, then there is the strong possibility that the asset may not need to be administered through probate and may pass directly to that individual outside of the probate process. We can assist with the orderly passing through of those assets.
Our Probate Practice Areas
None of us want to think about what will happen when a loved one dies or to even fathom what will ultimately happen to their estate in the end. No one can quantify how difficult the probate process can be on a grieving family until the situation occurs. The attorneys at Zentz & Roberts, P.C are some of the top-rated estate planning attorneys in Indianapolis, Indiana. Our job is to remind you that you are not alone and help you navigate the probate process. Our probate practice areas include the following:
- Estate administration
- Estate litigation
- Estate planning
- Estate taxes
- Wills and trusts
If you have recently lost a loved one or a person you care about is no longer able to care for themselves, we can help give you peace of mind by getting your loved one’s affairs in order and properly managing their estate in what could be an otherwise highly stressful time. It’s common knowledge that the probate process can be both complicated and confusing. As estate planning lawyers in Indianapolis, we realize that handling an estate of any size can potentially add unwanted and unneeded stress.
Top-Rated Indiana Estate Planning Law Firm
At 317-220-6056, we are here to help plan for the transfer of your estate while you are able to make the choice. Let’s determine what happens to your assets now. You need a top-rated estate planning attorney in Indianapolis to help with your estate planning needs. Call us at 317-220-6056 to schedule a meeting today.