Estate Planning & Administration
When you’ve spent a lifetime working hard to build a legacy, be proactive in protecting your assets with the help of Maier Law Office. With over 25 years of legal and tax experience, Maier Law Office has helped countless Indiana residents create, implement and administer an estate plan which addresses their unique legal, tax, family, and business needs. Fill out an online contact form, or call (317) 264-3636 for assistance. Maier Law Office serves Indianapolis and the surrounding areas, including Hamilton County, Boone County, Hancock County, Johnson County, and Hendricks County.
The Estate Planning Process
In the event of your death or incapacity, Maier Law Office will work with the representatives you have selected to make sure that your selected estate plan is properly implemented. MLO will correctly set up an estate plan that includes any or all of the following:
- Power of attorney
- Advanced healthcare directives
- Trust, revocable, irrevocable, and charitable remainder
- Transfer of business ownership to family member, business partner, or other entity
Every person is unique; therefore, Maier Law Office provides estate planning tailored to each specific situation. Part of that process involves a discussion of federal estate tax, federal generation skipping tax (“GST”), and income tax along with planning opportunities available to reduce those taxes.
Rest assured that once your estate plan is in place, so long as you still have the required legal capacity, you may amend and update it as needed throughout the course of your life. In addition, there are some limited opportunities which allow for postmortem estate planning, including disclaimers.
Upon your death, your designated Personal Representative and/or Trustee will act on your behalf to make sure that after paying your legal debts and obligations that your beneficiaries receive your assets according to your wishes.
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Take Control of Your Assets
If you do not have a Last Will, under the laws of the State of Indiana law you risk that the distribution of your assets may be determined by Indiana Statutes which may not match your desires. Don’t leave the fate of the distribution of your estate up to the statutes drafted by the Indiana legislators. Maier Law Office is ready to assist with all estate planning and administration needs. Contact Maier Law Office at (317) 264-3636 to discuss your needs. MLO serves Indianapolis and the surrounding areas including Carmel, Zionsville, Fishers and Westfield. For more information, check out the about and FAQ pages.