Welcome to Dickmann Reason Bogigian & White

Serving as Advisors, Advocates and Partners in Planning for the Future

One of the most common myths about retirement and estate planning is that it is only necessary if you are very wealthy. This is a misnomer that can have long-term ramifications for you and for your family members. Having an estate plan in place can help your family avoid a potentially costly and long probate process. Working with a law firm that works nearly exclusively on meeting your estate planning needs can help maximize the amount of money your heirs inherit and ensure your final wishes are carried out.

When you have worked hard your entire life, you want to enjoy your retirement. As we age however, the likelihood of becoming incapacitated or injured grows. We can help you plan for the potential of incapacity by ensuring we have made the proper plans for qualifying for Medicaid, prepare trust documents that help preserve your assets and help with the preparation of advanced directives, powers of attorney and more.

We assist clients all over Greenfield, Fortville, New Palestine, McCordsville, Hancock County, Indianapolis, Shelbyville, Morristown, Knightstown, Anderson, Pendleton, New Castle, Connersville, Rushville, Fishers, Geist, Carmel, Shelby County, Henry County, Hamilton County, Madison County, Marion County and central Indiana prepare for their end of life care and make sure their wishes are documented. We take the stress and worry out of all your retirement and estate planning needs by offering simple solutions that are structured to best meet your needs and goals. Contact Dickmann Reason Bogigian & White today to schedule a consultation and see how we can help you.

Our Practice Areas

Estate planning attorney in Greenfield, Hancock County and Indianapolis IN

Wills

A last will and testament is a legal document that specifies how a person wants all of their assets and property to be distributed after they die. You can cancel, rewrite, or modify a will any time you wish, although it is critical to work with an estate planning attorney any time you would like to make these changes.

You should have a will in place to ensure that your last wishes are honored. If you do not have one, the probate court will make those decisions based on what the law states, not on what your wishes may have been.

Not only does a will allow you to pick the person you want overseeing your estate (referred to as the executor), but you can also choose the person you would want as the legal guardian for your minor children.

Trusts

A trust transfers property or assets from the person who owns these assets to the control of a trustee for the benefit of a beneficiary. Many people set up trusts if they have minor children or the beneficiary is disabled. Another reason a person may set up a trust for a beneficiary is if they feel the beneficiary may not be responsible enough to handle the funds of the trust on their own, such as someone with substance abuse or gambling issues.

Since trusts avoid the probate process, the funds are usually available immediately upon the death of an individual. Certain trusts may also reduce the amount of taxes they be owed on an estate.

There are different types of trust that an estate planning attorney from Dickmann Reason Bogigian & White can discuss with you and explain the benefits of. For example, a living trust allows the person to maintain control over the assets until the day they die and can be revoked at any time. A special needs trust can ensure that an adult child with disabilities will still be provided for but will not interfere with any government assistance they receive, such as Social Security disability or Medicaid.

Medical Directive

An advance medical directive is also called a living will, although it has nothing to do with property or assets. This is a document that specifies medical directives to your physician or other healthcare professionals of what treatment or measures you would approve and not approve should you become incapacitated.

Power of Attorney

A power of attorney is a document that authorizes another individual to oversee all financial matters should the person become incapacitated or otherwise incapable of doing so. You can also draft a healthcare power of attorney to authorize another individual to make sure that your advanced medical directives are adhered to. These can be the same individual or you can have two different people – one for your finances and the other for medical care.


Client Review

“Jason White and his staff were so helpful to me and my sister when we needed to get my mother qualified for Medicaid. They are very professional and knowledgeable about this topic. They certainly made my life easier when I needed to help my mother. If you have need for someone to help you with Medicaid or financial planning, Jason White is the person to contact. They are the best.”
Judy R.

Client Review

Dickmann Reason Bogigian & White

Contact Details

Address : 17 N. Pennsylvania Street 1st Floor Greenfield, IN 46140

Number : 317-462-1401

Email : jason@drbwlaw.com

Fax : 317-462-1970

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