POD AND TOD PITFALLS AND OPPORTUNITIES

Posted on February 8, 2024 by Hawkins Elder Law.

Did you know that Hoosiers can cause their money and property to pass after death to their family members through pay on death (POD) and transfer on death (TOD) arrangements? This Article explains POD and TOD ownership and the POD and TOD pitfalls and opportunities. POD and TOD Beneficiary Designations Indiana’s Transfer on Death Property […]

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JOINT TENANTS (JTEN) AND HIDDEN JTEN HEADACHES AND HEARTACHES

Posted on December 31, 2023 by Hawkins Elder Law.

Does your name appear with someone on a bank or investment account? If so, you and the other people may be joint tenants with rights of survivorship (JTEN). Indiana law refers to people sharing a JTEN account as “parties.” This article discusses why people make JTEN accounts and some hidden JTEN headaches and heartaches. WHY […]

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Fancy Estate Plan Binders Hide Weak Contents

Posted on November 24, 2019 by Hawkins Elder Law.

“Fancy estate plan binders hide weak contents” should be a mantra for estate planning lawyers and their clients. We have heard clients praise the appearance of leather estate plan binders; especially binders embossed with gold lettering, Unfortunately, most of those clients pay dearly for weak estate plan is that did not address their issues adequately, […]

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