Estate Planner
A cornerstone of our practice is helping business owners and individuals protect and preserve their assets through estate planning and the administration of estates. We provide The Estate Planner newsletter six times a year to help our clients make better-informed decisions when planning for their futures.
March/April 2026
- Charitable Remainder Trust vs. Charitable Lead Trust: Understanding Split-Interest Trusts
- When to File a Gift Tax Return: Understanding Form 709 Requirements
- Estate Planning for Collectibles: How to Account for Artwork, Coins and Other Collections
- Understanding the Difference Between Revocable and Irrevocable Trusts
- Download a PDF of this issue
Here to Help
Our estate planning and elder law attorneys understand that each client’s goals for the future are unique. With this in mind, they design estate plans and trusts that effectively meet these goals.
Call 574.232.3538 for an appointment to create or update your estate plan.
The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute an attorney-client relationship.