by Dickmann Reason Bogigian & White | Nov 15, 2025 | Estate Planning
Leaving money or property to a child, grandchild, or other loved one is a wonderful way to support a person you care about. With that being said, there could be tax consequences. It is imperative that you use a property strategy. Gifting wisely can make a big...
by Dickmann Reason Bogigian & White | Oct 12, 2025 | Estate Planning
Incapacity planning is an important part of estate planning. There may come a time when you cannot reasonably handle your own financial, legal, and/or medical affairs. For this reason, a power of attorney (POA) is a crucial estate planning document. You can use your...
by Dickmann Reason Bogigian & White | Sep 12, 2025 | Estate Planning
The Legal Information Institute explains that joint ownership is “a concept in property law that refers to the ownership of property by two or more people.” When property is jointly owned in Indiana, what happens after one or both co-owners pass away depends on the... by Dickmann Reason Bogigian & White | Aug 15, 2025 | Estate Planning
Aging is part of life. You need to have a plan in place that effectively addresses the risks and challenges that come with getting older. Among other things, that includes creating a long-term care strategy. Medicaid is a critical resource for many seniors who need... by Dickmann Reason Bogigian & White | Jul 11, 2025 | Estate Planning
Naming beneficiaries on retirement accounts and life insurance policies is a simple step with powerful estate planning benefits. It allows these assets to pass directly to your chosen heirs without the need for probate. Why does it matter? It can help to save time,... by Dickmann Reason Bogigian & White | Jun 12, 2025 | Estate Planning
In Indiana, a living will—also known as a Living Will Declaration—is a legal document that allows individuals to outline their preferences regarding life-prolonging medical treatments should they become terminally ill and unable to communicate their wishes. Here, our...