Trusts and Other Estate Planning Tools: Friday, November 3rd

Attorney Lisa Dorrel will be doing a primer course on the estate options available in Indiana. In 2012, Indiana enacted the Transfer on Death Property Act.  In 2013, Indiana eliminated the inheritance tax. This means the rules of estate planning changed. If you created your will prior to 2012, it might be time for you to revisit to make sure that you are in line with new procedures. If you don’t have a will, this will give you the options to make an educated decision.  Free to all. Please RSVP to Sharon Hallowell at shollowell@siymca.org or 812-934-6006.

Location: YMCA Conference Room. Two times will be offered:

11:00 AM – 12:00 PM and 12:15 PM – 1:15 PM