Boeglin, Gerardot and Grubbs Blog

Planning for Funeral Expenses

Arranging for a funeral in advance, either for yourself or for someone else, is a good way to relieve the burden on loved ones during a time of mourning. Therefore, including funeral pre-planning is something you may wish to include in your overall estate planning.

Who Pays State Death Taxes?

Although deceased Fort Wayne residents pay no death taxes under current law, Indiana did formerly collect a death tax, and a number of states still do collect death taxes. This article addresses the major methods other states use when determining state death tax liability.

Who Pays Federal Estate Taxes?

Creating a living trust, rather than having a will, does not eliminate paying estate taxes. In other words, avoiding probate does not avoid death taxes. This article addresses federal estate taxes and who must pay them.

Missing Wills

For residents of all states, including Fort Wayne, Indiana, missing wills raise complex legal issues generally resolved by the laws of the state in which the deceased resided at the time of his or her death.

If You Die Without a Will

For individuals who have not signed a valid will during their lifetime, at death they have died intestate. Intestacy is a legal term for individuals who die without wills. The property titled in the deceased person’s name passes according to the laws of the deceased’s state of residence. These la...

Financial Conservatorships for the Elderly or Disabled

Protecting the assets an elderly or disabled person may be accomplished with a conservatorship. The appointment of a conservator is a legal process involving court petitions and orders establishing the conservator’s authority over the finances and business affairs of another person known as a conse...

Qualifying for Medicaid

Financial assistance for nursing home care, called Medicaid in most states, is a combination of state and federal aid provided to qualified state residents. Qualifying requirements vary from state to state but most states require a single individual to have no more than about $2,000 in assets befor...

The Purpose of a Codicil

A codicil is an instrument that amends a will. This instrument is most useful for minor changes to an existing will. For wills executed long ago, and for wills requiring more extensive changes, it is often advisable to draft a new will in order to avoid confusion and complexities codicils may pres...

How to Contest a Will

Your will and the distribution of your assets after your death could be misunderstood by your heirs and family members when emotions are strong and tension develops. These circumstances may lead to one or more of the heirs contesting your will. It is important that you consider this possibility as...

Preparing to Draft a Living Trust

A living trust is a legal entity created to hold title to property until distributed after your death. We can help you properly document your intent and take advantage of the benefits of establishing a living trust. This article addresses some of the specific provisions included in a living trust ...