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Whether you’re buying your first home or upgrading or downsizing your current one, it’s crucial to be well-prepared for what comes after the homebuying process.

After losing a loved one, it’s important to review and update your estate plan, considering these key questions to ensure they reflect your current wishes.

About one-third of Americans who had received an inheritance eventually experienced a decrease or no change in their wealth.

By utilizing bequests as part of your estate plan, you can leave a meaningful impact on the lives you care about and causes you believe in.

Barrett McNagny LLP is pleased to announce that Brian J. Downey has joined the firm. Mr. Downey will focus his practice in the areas of estate planning and

Medicare and Medicaid are two different government programs for healthcare. It is important to understand the difference between them.

While neither Power of Attorney nor Legal Health Care Representative are the focal point of an estate plan, they are both necessary to complete an estate plan.

The Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE”) makes several significant changes to individual retirement accounts (“IRAs”) and retirement plans and how they must be treated after the death of the retirement account owner.

There are times when a beneficiary of an estate or trust may want to challenge the terms of the will or trust. In order to avoid a challenge, the will or trust may include a “no contest” provision.

Trisha J. Paul was a presenter at the 2019 Year in Review seminar presented by the Indiana Continuing Legal Education Forum on December 12 and 13, 2019. Ms. Paul presented on the second day of the seminar and discussed recent developments in estate planning.

Trisha J. Paul was a presenter at the 2018 Year in Review seminar presented by the Indiana Continuing Legal Education Forum on December 4 and 5, 2018.

Philip A. Wagler was one of the presenters at the Allen County Bar Association’s continuing legal education course titled “Estate & Probate 101” in October 2018.

What if you created an irrevocable trust years ago that does not work today?

On December 22, 2017, the President signed the Tax Cuts and Jobs Act of 2017 (the “Act”), which has a significant effect on federal tax laws.

Even though an estate plan is customized for each circumstance, there are questions that you should always consider with an estate planning attorney.