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.
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.
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Jason has been an investment advisor for fifteen years and has helped hundreds of people plan for and achieve their goals for growing, protecting and transferring their wealth. He spent the first part of his career at Edward Jones and Merrill Lynch, and in March of 2009 joined the Trust & Investment Management department of Greenfield Banking Company.
Dickmann Reason Bogigian & White Greenfield IN Estate Planning Law Few of us ever give much thought to our golden years beyond retirement. While many of us have a retirement plan in place, what we most often lack is a plan to deal with a health crisis, personal care and care of our finances as.
Greenfield, IN Probate Lawyers: Dickmann Reason Bogigian & White The probate process is required to prove a will exists and is valid, identify the assets of the decedent, appraise all of the assets and distribute property in accordance with the terms of the will or as outlined in state law.The probate process in Indiana.
Greenfield, IN Probate Lawyers: Dickmann Reason Bogigian & White The probate process is required to prove a will exists and is valid, identify the assets of the decedent, appraise all of the assets and distribute property in accordance with the terms of the will or as outlined in state law.The probate process in Indiana.
Few of us ever give much thought to our golden years beyond retirement. While many of us have a retirement plan in place, what we most often lack is a plan to deal with a health crisis, personal care and care of our finances as we age. However, a fall, an illness or simply old age may prevent us from making or communicating our wishes to our loved ones.
The probate process is required to prove a will exists and is valid, identify the assets of the decedent, appraise all of the assets and distribute property in accordance with the terms of the will or as outlined in state law. The probate process in Indiana can be greatly simplified if there is a will in place or in the event the decedent's property is held jointly or in TOD (transfer on death) accounts.
One of the best ways to ensure your property is distributed in accordance with your wishes is to have a will or a trust prepared. Not only does this minimize the probate process, but it also ensures your wishes are carried out. Last Will and Testament - we can help you prepare a will so that your family will know exactly what your wishes are for your assets after your death.
Reviews (14)
Debbie Bertram
Jan 05, 2022
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Charmaine Cross
Dec 20, 2021
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My brother and I needed to obtain Gaurdianship of our Mother who has Alzheimer's. We had no idea how to even begin. We got in touch with Craig Martin who led us through the entire process. He and his Secretary honestly went above and beyond to help us through every obstacle. They were in constant contact with us answering questions and giving us the support we needed. I highly recomend Craig. Martin . You'll feel comfortable and confident knowing hes going to handle all of you needs .
Tina B.
Nov 30, 2021
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Our Family has used Dickman, Reason, Bogigian & White for many years for our parents Estate Planning needs & most recently when we needed help navigating the Medicaid process for our Mother’s long term care. Jason White was very helpful in caring for our needs, then referring us to Craig Martin who is very professional & knowledgeable in helping us through the difficult Medicaid process. From the first moment I sat down in his chair, it felt as if a heavy weight was lifted off of my shoulders. Great communication, very professional & he works hard for YOU!! He did an excellent job creating a
S. S.
May 26, 2021
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Greg Goodwin
Mar 01, 2021
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Carol Hibbs
Feb 22, 2021
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B. Hall
May 09, 2020
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If you are in need of an elder care attorney - give this place a call. Craig Martin helped me and my family greatly. As my Mother was being treated at the hospital, I started my discussions with Craig to get my mother qualified on Medicaid, as I knew she was headed to a long term care facility. He helped me navigate keeping my mother's home, conducted onsite interviews with the medicaid office, and was responsive by email. If you need an elder care attorney or are unsure if you need one, give Craig a call.
If you have no assets whatsoever, go ahead and perhaps receive free help from the nursing
If you have no assets whatsoever, go ahead and perhaps receive free help from the nursing
Matthew Brooks
Dec 09, 2019
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Happy Reaper
May 05, 2019
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Kudos to Attorney Craig Martin for doing an excellent job on my case from beginning to hopefully now the end. Very Professional , sympathetic and down to earth. Helped saved me thousands of dollars in expenses I might have needlessly spent. Highly recommend this firm for anybody who has to deal with Elder law issues.
Judy Roeder
Dec 28, 2018
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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.
Susan Bodkin
Oct 15, 2017
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Aug 23, 2017
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My husband and I took over as POAs for his elderly aunt. We had no idea what we needed to do. Thanks to Jason White he navigated us through the ins and outs of elder law. We had no idea all that was involved. If you are in the position of taking care of an elderly relative I suggest you call Jason White. Thanks Jason for all you are doing for us.
Bob C.
Aug 11, 2017
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My mother has been a client of Dickman, Reason, Bogigian and White for a number of years. When it came time for her to seek an elder attorney, it was natural for us to select Jason White. It is a decision we have not regretted. Mr White has always been thorough and professional in our dealings with him. He is thoughtful, kind and knowledgeable. He is quick to follow-up on questions and needed paperwork. I highly recommend him.
The staff is always courteous and helpful. When Mr White is not available, they attempt to assist in anyway they can.
I believe anyone who seeks this firm for legal assistance
The staff is always courteous and helpful. When Mr White is not available, they attempt to assist in anyway they can.
I believe anyone who seeks this firm for legal assistance
Nancy Davis
Jun 29, 2017
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Jason and his staff were very professional and helpful to my mom, sister and me! My Father was moved to a Long Term care facility and we needed to get his affairs in order - their case was very complicated and he made this process amazingly easy for my Mother to go through! Would definitely recommend him!!!!!
