Wills & Trusts, Estate Administration, Powers of Attorney, Guardianships ... & More
(317) 435-3471/ firstname.lastname@example.org
For most “Hoosiers,” due to recent changes in the law, “estate planning” is no longer primarily about tax planning. Instead, for all of us, regardless of wealth level, it continues to be about protecting and providing for the people we love, and supporting those causes for which we are passionate...
Toward these ends, I promise my clients straightforward, customized planning, and attentive, personalized service. I will take the time to listen to you, getting to know you, your unique family, your passions, priorities, desires and concerns.
I bring to my practice more than 20 years of diversified experience in both legal and financial roles focused upon trust and estate, tax, retirement, wealth transfer & protection, familial gifting and charitable planning. Proactively identifying my clients’ most critical needs and issues, I then take great pride in breaking down their sometimes seemingly complex planning solutions into understandable terms. This enables my clients to then confidently and decisively act upon their own newfound understanding.
University of California, Davis - Juris Doctorate, conferred 1992
Member Indiana Bar, since 1995
Certified Wealth Strategist – Cannon Financial Institute
Adjunct Professor, Indiana Wesleyan University – Business Law & Ethics
- "We have every confidence in Alan's skill, integrity, and strong desire to help meet the financial and family planning needs of his clients."
– Celeste Hobelman, Pastor's wife Christ Community Church