Indiana Educational Series
The Basics of Estate Planning
Do you know how you want your assets distributed if something were to happen to you? Do you know the difference between a will and a trust? What is a power of attorney and when should you get one? Which of your investment accounts have beneficiaries and transfer on death provisions? This discussion is meant to help you understand these concepts and documents in an effort to help you begin thinking about seeking out the right help to set up your estate.
