|
|
Use this menu to find other Eldercare Services in your area |
|
|
Indiana Estate, Tax, Trust, Retirement, or
Medicaid Planning |
|
|
Anderson IN - Indiana tax planning and trusts -- Chas H Dickmann, Madison County Click to request assistance
Anderson IN - Indiana trust asset management -- Stephen W Schuyler, Madison County Click to request assistance
Anderson IN - Indiana charitable remainder trusts -- John W Longnaker III, Madison County Click to request assistance
Avon IN - Indiana living wills and medical directives -- Estate Planning, Hendricks County Click to request assistance
Bargersville IN - Indiana estate taxes, income taxes and capital gains -- Robert T Buehl, Johnson County Click to request assistance
Brownsburg IN - Indiana end of life bereavement -- Daniel A Crowder, Hendricks County Click to request assistance
Brownsburg IN - Indiana tax planning and trusts -- Brauman Moore Law Offices, Hendricks County Click to request assistance
Brownsburg IN - Indiana trust asset management -- Law Office of Sarah Heck, Hendricks County Click to request assistance
Brownsburg IN - Indiana charitable remainder trusts -- Hinkle & Gibbs PC, Hendricks County Click to request assistance
Brownsburg IN - Indiana living wills and medical directives -- Independent Associates Inc, Hendricks County Click to request assistance
Carmel IN - Indiana prepaid preplanned funeral and burial -- Kevin Wedmore, Hoosier Senior Solutions, Hamilton County Click to request assistance
Carmel IN - Indiana end of life bereavement -- Campbell Kyle Profitt Llp, Hamilton County Click to request assistance
Carmel IN - Indiana tax planning and trusts -- Petit Bruce E, Hamilton County Click to request assistance
Carmel IN - Indiana trust asset management -- Sharon B Slack, Hamilton County Click to request assistance
Carmel IN - Indiana charitable remainder trusts -- Van Tassel Elizabeth I, Hamilton County Click to request assistance
Chesterton IN - Indiana living wills and medical directives -- Law Offices of Michael T Sawyier , Porter County Click to request assistance
Corydon IN - Indiana estate taxes, income taxes and capital gains -- Harold E Dillman Attorneys at Law , Harrison County Click to request assistance
Evansville IN - Indiana end of life bereavement -- Kightlinger & Gray, LLP , Vanderburgh County Click to request assistance
Fort Wayne IN - Indiana tax planning and trusts -- L F Logan Dennis, Allen County Click to request assistance
Fort Wayne IN - Indiana trust asset management -- Wm E Harris, Allen County Click to request assistance
Fort Wayne IN - Indiana charitable remainder trusts -- Grossman & Litchin, Allen County Click to request assistance
Fort Wayne IN - Indiana living wills and medical directives -- Daniel A Roby, Allen County Click to request assistance
Fort Wayne IN - Indiana estate taxes, income taxes and capital gains -- Philip H Larmore, Allen County Click to request assistance
Fort Wayne IN - Indiana end of life bereavement -- Barrett & McNagny Law Office, LLP , Allen County Click to request assistance
Fort Wayne IN - Indiana tax planning and trusts -- Steven R Shine, Allen County Click to request assistance
Fort Wayne IN - Indiana trust asset management -- Payne D Brown, Allen County Click to request assistance
Fort Wayne IN - Indiana charitable remainder trusts -- Tallian Karen, Allen County Click to request assistance
Fort Wayne IN - Indiana living wills and medical directives -- George G Martin, Allen County Click to request assistance
Fort Wayne IN - Indiana estate taxes, income taxes and capital gains -- Brown Law Office, Allen County Click to request assistance
Fort Wayne IN - Indiana tax planning and trusts -- Jeffrey L Gage Attorney At Law, Allen County Click to request assistance
Fort Wayne IN - Indiana trust asset management -- Boeglin Troyer & Gerardot Professional Corporation Attys, Allen County Click to request assistance
Franklin IN - Indiana charitable remainder trusts -- Hass Vandivier & Norris , Johnson County Click to request assistance
Franklin IN - Indiana living wills and medical directives -- McGuinness Law Office , Johnson County Click to request assistance
Franklin IN - Indiana estate taxes, income taxes and capital gains -- Roesener Andrew Attorney At Law , Johnson County Click to request assistance
Franklin IN - Indiana end of life bereavement -- Hoffman Admire & Newcomb, Johnson County Click to request assistance
Franklin IN - Indiana tax planning and trusts -- Cynthia A Boll, Johnson County Click to request assistance
Franklin IN - Indiana trust asset management -- Deppe Fredbeck & Boll, Johnson County Click to request assistance
Franklin IN - Indiana charitable remainder trusts -- John P Cook & Associates, Johnson County Click to request assistance
Greenfield IN - Indiana living wills and medical directives -- Allen Wellman McNew, Hancock County Click to request assistance
Greenfield IN - Indiana estate taxes, income taxes and capital gains -- Wooten Bonnie, Hancock County Click to request assistance
Greenwood IN - Indiana end of life bereavement -- Senior Financial Group, Johnson County Click to request assistance
Greenwood IN - Indiana tax planning and trusts -- Smart & Kessler, Johnson County Click to request assistance
Greenwood IN - Indiana trust asset management -- Wilson, Green and Cecere, Attorneys at Law, Johnson County Click to request assistance
Greenwood IN - Indiana charitable remainder trusts -- Guy G Kibbe, Johnson County Click to request assistance
Greenwood IN - Indiana living wills and medical directives -- John M Smart III, Johnson County Click to request assistance
Greenwood IN - Indiana estate taxes, income taxes and capital gains -- Williams Hewitt Barrett & Wilkowski Llp, Johnson County Click to request assistance
Greenwood IN - Indiana end of life bereavement -- Yeager Tracey , Johnson County Click to request assistance
Indianapolis IN - Indiana tax planning and trusts -- Clark Quinn Moses Scott & Grahn Llp, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana trust asset management -- Bernstein Howard N, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana charitable remainder trusts -- Gaddy P Charles, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana living wills and medical directives -- Anderson Vicki L, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana estate taxes, income taxes and capital gains -- Frank & Kraft Professional Corp, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana end of life bereavement -- Kightlinger & Gray Law Offices, LLP, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana tax planning and trusts -- Deborah E Albright, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana trust asset management -- Wooden & McLaughlin Law Office, LLP , Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana charitable remainder trusts -- Risk Eric L , Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana living wills and medical directives -- Brian J Tuohy, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana estate taxes, income taxes and capital gains -- Fritz Charles E Attorney At Law, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana tax planning and trusts -- Bullington Michael , Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana trust asset management -- Stallwood Law Office, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana charitable remainder trusts -- Chilcote & Kibbe PC, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana living wills and medical directives -- James A Mellowitz, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana estate taxes, income taxes and capital gains -- Derose & Associates, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana end of life bereavement -- Lynch & Belch , Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana tax planning and trusts -- Eagle & Fein, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana trust asset management -- Curtis James W Jr, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana charitable remainder trusts -- Gardner & White-Indiana Office, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana living wills and medical directives -- Adams Jeffrey A, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana estate taxes, income taxes and capital gains -- Cohen Charles A, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana end of life bereavement -- Coleman, Stevenson & Montel Law Offices , Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana tax planning and trusts -- Rees David F, Indianapolis / Marion County Click to request assistance
Indianapolis IN - Indiana trust asset management -- Shouse & Langlois , Indianapolis / Marion County Click to request assistance
Jeffersonville IN - Indiana charitable remainder trusts -- Stites & Harbison, PLLC, Clark County Click to request assistance
Kokomo IN - Indiana living wills and medical directives -- Bolinger Law Firm, Howard County Click to request assistance
Kokomo IN - Indiana estate taxes, income taxes and capital gains -- McIntyre Hilligoss Vent & Welke, Howard County Click to request assistance
Kokomo IN - Indiana end of life bereavement -- Pate S Hans Attorney At Law, Howard County Click to request assistance
Kokomo IN - Indiana tax planning and trusts -- Schwartz Group the, Howard County Click to request assistance
Kokomo IN - Indiana trust asset management -- James R Butcher, Howard County Click to request assistance
Kokomo IN - Indiana charitable remainder trusts -- Eugene J McGarvey Jr, Howard County Click to request assistance
Kokomo IN - Indiana living wills and medical directives -- Brian L Oaks, Howard County Click to request assistance
Mc Cordsville IN - Indiana estate taxes, income taxes and capital gains -- Jeschke Law Office, Hancock County Click to request assistance
Muncie IN - Indiana end of life bereavement -- Beasley & Gilkison Llp, Delaware County Click to request assistance
Muncie IN - Indiana tax planning and trusts -- Chip A Alexander, Delaware County Click to request assistance
Muncie IN - Indiana trust asset management -- Thomas J Hurley Law Office, Delaware County Click to request assistance
Muncie IN - Indiana charitable remainder trusts -- Jennifer J Abrell, Delaware County Click to request assistance
New Albany IN - Indiana living wills and medical directives -- Kightlinger & Gray, LLP , Floyd County Click to request assistance
New Albany IN - Indiana estate taxes, income taxes and capital gains -- Other Offices, Floyd County Click to request assistance
Schererville IN - Indiana end of life bereavement -- Hinshaw & Culbertson LLP, Lake County Click to request assistance
South Bend IN - Indiana tax planning and trusts -- Cole & Gigli, LLP , St. Joseph County Click to request assistance
Speedway IN - Indiana trust asset management -- Deal Thomas A, Indianapolis / Marion County Click to request assistance
Whiteland IN - Indiana charitable remainder trusts -- Torres Lori, Johnson County Click to request assistance
Whiteland IN - Indiana living wills and medical directives -- John C Bergdoll, Johnson County Click to request assistance
Zionsville IN - Indiana estate taxes, income taxes and capital gains -- Richard L Fairchild, Boone County Click to request assistance
Zionsville IN - Indiana end of life bereavement -- Kathryn W Williams, Boone County Click to request assistance
Zionsville IN - Indiana tax planning and trusts -- Burrus & Burrus Attorneys, Boone County Click to request assistance
Zionsville IN - Indiana trust asset management -- Hoffman Catherine Popp, Boone County Click to request assistance
|
|
Contact Indiana Estate, Tax, Trust, Retirement, or Medicaid Planning
For the convenience of the public, care providers are listed on this page to show services available in a particular area. We cannot verify the business practice or the background of providers listed on this page. As a result, we do not provide contact information. Members of the Indiana Care Planning Council, listed on this site, have agreed to abide by a code of ethics. If you wish to contact a member of the Indiana Care Planning Council regarding any of the eldercare services listed on this page, please fill out the form below and a council member will contact you. Please be aware that your information may be shared with other members of the Care Planning Council who might be able to help you as well. Read Our Disclaimer.
|
|
Let Us Help You with Your Eldercare Problems or Questions
The Indiana Care Planning Council (InCPC) lists companies and individual providers on this website who help families deal with the crisis and burden of long term care. One purpose of this website is to educate the public on the need for care planning before a crisis occurs. A second purpose is to provide, in one place, all of the available government and private services for eldercare. Finally, our ultimate mission is to offer a trusted listing service that the public will recognize and turn to for expert help in dealing with the challenges of long term care. |
|
|
|
|
About Estate Planning and Trust Management
Estate Planning
Trust Management
Estate Planning
A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.
Estate planning from a qualified estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.
Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.
Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.
Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.
Some advisers have recognized this need and have put together a team of experts such as attorneys, care managers and financial planners who provide a more complete and comprehensive approach to estate planning, long term care and end-of-life issues.
Trust Management
Many people who create trusts or wills or both will designate a trust company or bank to be a trustee for their property instead of using a member of the family or close friend to do this. The reason is that, all too often, assets are mismanaged or even stolen by family members or friends. Using a trust company that has a legally mandated, public fiduciary responsibility avoids this problem.
Trust companies are valuable partners in the management of trusts and in the process of estate planning. These companies, for a small fee, will manage and invest assets, maintain escrow accounts, hold property pending an exchange sale, provide life insurance and income annuities and provide safekeeping of valuables.
A trust is a legal document that "entrusts" property to a trustee (a bank, attorney, individual or trust company) to manage for a person or persons (beneficiaries of the trust) whom the maker of the trust wants to benefit. In most cases, the maker of a trust is creating a benefit for a loved one that will be distributed after the death of the creator or maker of the trust. Trusts usually involve very specific and detailed instructions on how a trustee is to carry out the duty of managing or distributing the property on behalf of a beneficiary.
A trustee will manage investments, keep records, manage assets and prepare court accountings, paying bills and (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal.
A trust relationship is also created in a will when the maker of the will specifies an entity to be an executor or personal representative of the estate. This person or company then becomes a trustee for the deceased individual who made the will. The responsibilities of an executor in settling the estate of a deceased person include collecting debts, settling claims for debt and taxes, accounting for assets to the courts and distributing wealth to beneficiaries.
A third party trust officer such as a bank, attorney or trust company may also assume the role of a guardian for a minor child, distributing assets in a prearranged manner when the child becomes an adult. Or the trust officer may also act on behalf of a developmentally disabled or mentally retarded person distributing assets under a special needs trust.
Trusts are most often used with estate planning. The purpose of estate planning is to minimize the cost and streamline the process of distributing assets to the next generation. Here are some of the more common reasons people create trusts in estate planning.
- To avoid probate
- To minimize or eliminate estate taxes
- To create life insurance trusts
- To avoid capital gains taxes on the sale of property
- To create an annuity income through charitable gifting
- To receive a charitable gifting income tax deduction
- To manage assets on behalf of a minor or someone who can't handle his or her own affairs
|
|