Wills, Estates, and Trust Attorney

09/21/2023

This week, we’re exploring how can shape the legacy you're building for yourself and your business. It can be easy to see an opportunity to mentor a young professional as a purely charitable experience, but mentorship can play a pivotal role in shaping your business legacy when you approach it with the right mindset. Learn how: https://willandtrustindy.com/paying-it-forward-how-to-build-your-legacy-through-mentorship/

09/21/2023

This week, we’re exploring how can shape the legacy you're building for yourself and your business. It can be easy to see an opportunity to mentor a young professional as a purely charitable experience, but mentorship can play a pivotal role in shaping your business legacy when you approach it with the right mindset. Learn how here: https://willandtrustindy.com/paying-it-forward-how-to-build-your-legacy-through-mentorship/

09/18/2023

Don't miss out on this incredible opportunity to safeguard your family's future this Wednesday evening, at 317 Charcuterie. RSVP now to secure your spot: https://willandtrustindy.com/legacy-planning-seminar/. Limited seats available.

09/12/2023

Estate plans created through group legal insurance programs rarely provide the personalized attention needed to give your family the custom and thorough they can rely on.

Find out why legal insurance isn’t the best place to shop for an estate plan now:

Each person and each family has unique circumstances that require custom planning to ensure their plan works the way you want it to.

09/08/2023

It's not uncommon to encounter clients who consistently encroach upon your time, whether through incessant calls or expecting immediate responses beyond regular business hours.

If you’re struggling to set healthy boundaries with your clients, give us a call. We’re adept at helping you recognize your value and setting up systems that protect your time and your mental space.

Check out our blog post and schedule a 15-minute call to learn more: https://willandtrustindy.com/4-red-flags-that-signal-its-time-to-part-with-a-bad-client/

09/06/2023

We're back with another FREE estate planning seminar at 317 Charcuterie! Click the link to RSVP for an educational evening over a delicious graze table: https://willandtrustindy.com/legacy-planning-seminar/

08/09/2023

Work with us to organize the pieces every well-organized corporation needs, such as your Articles of Incorporation, bylaws, and employee handbook.

Ready to get started? Check out our blog post and schedule an introductory 15-minute call with us to begin: https://willandtrustindy.com/should-i-operate-as-a-sole-proprietor-or-a-corporation/

08/07/2023

In case you missed it, last week I covered the legal essentials you need to have in place before you go on vacation to make sure your children are cared for if you can’t be reached or have an accident while on your trip.

Even if you’re bringing your children with you, it’s important to have legal Guardianship nominations in place to ensure their well-being.

Here is the link to view the full post: https://willandtrustindy.com/vacation-ready-essential-legal-preparations-for-a-worry-free-getaway/

08/03/2023

Wondering how your selected business entity affects your taxes and income? Should you convert your to a corporation? In our latest article, I’m breaking down the benefits of incorporating your business and considerations for the best time of the year to make the switch. Continue reading here: https://willandtrustindy.com/should-i-operate-as-a-sole-proprietor-or-a-corporation/

08/01/2023

Traveling is such a rewarding experience, and while accidents are rare, they do happen. Don’t leave your child’s care up to chance if something happens to you while you’re jet-setting.

Be sure to read this week’s blog post to learn how you can make sure your kids are always cared for in the way you want by the people you love - no matter what. https://willandtrustindy.com/vacation-ready-essential-legal-preparations-for-a-worry-free-getaway/

07/19/2023

Contact us, so we can ensure that all of your assets and accounts coordinate together to create an estate plan that will work for your family, rather than just a Will that likely won’t distribute your assets the way you would want.

To learn how we can create a custom estate plan (not just a Will) for you and your family, read this week's article and schedule a 15-minute discovery call with us: https://willandtrustindy.com/why-just-a-will-is-never-enough/

06/15/2023

As an entrepreneur, you’ve probably toyed with the idea of taking on business debt to help your business expand and grow. But it can be challenging knowing where to invest and whether your investment is really worth the risk to you and your business.

In this week’s blog, I’m covering how to use business credit in a responsible way that protects your personal assets while giving your business the resources it needs to pull ahead.

Whether you’re just starting a business or have been operating for years, you don’t want to miss this week’s blog post: https://willandtrustindy.com/how-to-leverage-debt-to-grow-your-business/