Estate Planning and Elder Law
Providing practical estate planning solutions for families in Carmel, Indiana and the Indianapolis metropolitan area
The estate planning and elder law attorneys of Hollingsworth & Zivitz, PC are dedicated to providing personal, in-depth counseling to individuals and families to accomplish practical estate planning solutions in a timely and cost-effective manner. Our focus is on understanding your particular goals and concerns so that we can design an estate plan that accomplishes your objectives. We take a lifetime planning approach that encompasses planning for our clients’ current needs as well as planning for a potential disability and death. Our objective is to take the mystery out of the estate planning process so that individuals and families have peace of mind rather than confusion when facing the disability or death of a loved one.
We provide wills, trusts, and more
Your estate plan may include wills and trusts as well as powers of attorney, living wills, and health care powers of attorney. Regardless of your financial status, our goal is to accomplish your objectives and to provide for your family in the best way possible. We promise to give you our best recommendation for your particular estate planning needs and to explain your documents to you in straightforward language that is easy for you and your family to understand.
We provide comprehensive estate plans with wealth preservation
We also assist clients with lifetime planning, including preparation of pre-nuptial agreements, gifting programs, and family wealth preservation techniques such as family limited partnerships and limited liability companies, while considering income, gift, estate and generation-skipping transfer taxes. We assist clients in planning for the care of the incapacitated through use of durable powers of attorney, living trusts, appointment of health care representatives, and special needs trusts for disabled persons. We also represent family members during the initiation and administration of guardianship proceedings.
Owners of closely-held businesses have special needs. We often advise them on the use of buy-sell arrangements, corporate restructuring and other planning in an effort to preserve the family’s business or to prepare for transfer of the business with minimal disruption to operations. Such plans may also result in the reduction or elimination of costly taxes. To that end, we work closely with your insurance agent, tax professional, and investment advisor to design a complete plan within the framework of your unique needs and goals.
Hollingsworth & Zivitz, PC also provides comprehensive estate and trust administration, including preparation of estate, inheritance, and fiduciary income tax returns. We advise individual and corporate personal representatives and trustees about estate and trust administrations, ensuring settlement of the estate as quickly as possible.
Click here to read Communicate Now: Gathering the Necessary Information to Care for Your Aging Parent, by elder law attorney Rebecca W. Geyer.
Contact us
To discuss how a Hollingsworth & Zivitz, P.C. attorney can help you with estate planning or an elder law issue, call 317.569.2200 or click here to contact us online.
