Hayes Copenhaver Crider Harvey

05/03/2023

Lately, a lot of clients have been saying "I can't believe how easy that was" at the end of their estate planning consultations. I know it seems like it might be a morbid or difficult conversation, but most estate planning is a matter of education and assurance as you make provisions to take care of your loved ones and yourself.
Don't worry, don't overthink it, schedule an appointment today.
- Bastion Crider

07/29/2022

As of July 1, we can now use small estate affidavits to transfer wealth after death up to $100,000 (in Indiana)! This will save a lot of people from probate BUT it will only transfer assets to the heirs indicated in the Indiana Code if you don't have a will in place directing otherwise. Come talk to me about what this means for your estate plan or about setting a plan up if you don't have one!
- Bastion Crider

06/23/2022

How can my estate plan help my medical needs later on in life?

This can also help with government programs.

04/21/2022

Robinhood Investors: you can now name death beneficiaries for your Robinhood accounts! So far, you cannot name trusts and, as always, there can be problems if you name children. Nevertheless, this is a huge estate planning win! If you have already have a will, trust, or other estate plan, call me and I'll help you get your Robinhood in line. If you don't have a plan yet, schedule an appointment with me and we'll get you (and your Robinhood account) set up!
- Sebastion Crider

03/31/2022

While most loved ones want to uphold a legacy, they may disagree with how it should be done.

When is contesting a will necessary?

03/31/2022

Some people can avoid probate costs through special deeds and accounts that automatically transfer to their beneficiaries when they die. For other people, this can be extremely dangerous. Come talk to us and find out the best way to take care of your loved ones.

01/04/2022

It's a big year for estate planning! Indiana updated its rules for Healthcare Powers of Attorney last year to go into effect at the beginning of this year. We've been meticulously updating our new forms to comply with the new law and we've been rolling them out since December. Specifically, the new form wraps the living will into the document and gives you the ability to include your health care and end of life preferences within the power of attorney. If you have an old healthcare power of attorney, it is still valid though only the new form will be accepted for powers of attorney made after January 1. If you would like to update your healthcare power of attorney, if you don't have one, or if you just have questions, now is a great time to talk to us! Just give us a call.
- Sebastion Crider

12/22/2021

When creating an estate plan, individuals have many options - what are the benefits of a trust?

It can keep assets out of probate.

10/11/2021

Almost every client that comes into our office expects that they need a will. Often, we can implement an estate plan that avoids a will (and its cost) entirely. Additionally, it frequently turns out that lifetime directives (powers of attorney, healthcare representative appointments, living wills) may be more important to the client than the will or trust itself.

10/08/2021

If families don't create estate plans, the state will settle matters its own way.

5 alternatives to the state's plans.

10/07/2021

Estate plans are NOT one-size-fits-all and the primary cost of a person's estate usually comes in the form of probate fees. In other words, a cheap will might ultimately cost your heirs thousands of dollars in unnecessary fees while a trust might save the same. More and more websites are offering cheap document generation services, preying off of general consumers' lack of understanding of the estate administration process. Don't fall for it. If you are going to make an estate plan, you need to meet with a knowledgeable attorney who can guide you through the process and help you create an estate plan that is tailored to your own circumstances and is cost effective both now AND after you pass away.

10/06/2021

Did you know? If both of a child’s parents pass away, a court must decide who the child’s guardian will be. The Court’s highest priority consideration will be the parents’ guardian recommendations in their wills. Without wills, the Court will not have the benefit of knowing their choice.