Although we do provide Estate Administration services, it is costly, time consuming, and emotionally exhausting for all involved. Instead, we focus on providing our clients insight concerning their current situation and explain how to accomplish a state-compliant transfer of assets to their family in the easiest and least expensive way possible. All required documentation and filing is handled right here at MWM with the supervision of our attorney. We try to make a daunting process simple and allow our clients to create a legacy for their families instead of a mess.

Everyone’s situation is different, but we have found some consistent themes in Middle America when it comes to estate planning. For example, if your house is your largest asset and you want to exclude that asset from your estate to avoid a probate situation for your family, a trust may not be the answer. Unless your financial situation is extraordinarily complex, or contains numerous directives, a trust may be overkill for your situation.

You could accomplish your intent with a simple T.O.D.D (Transfer On Death Deed) with MWM for a fraction of the cost. It is only for Indiana residents, but a perfect alternative solution that we offer to our clients instead of an expensive trust. This is just one example of an option that works as intended, but seldom used because it lost the popularity contest to the glitzy trust.

That said, if your situation is complex, we can prepare trusts, too.

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust-related matters.