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ATTENTIVE & PERSONALIZED PLANNING FOR THE PEOPLE, PASSIONS, AND POSSESSIONS YOU TREASURE MOST



  Wills & Trusts, Estate Administration, Powers of Attorney, Guardianships ... & More


Law office of Alan  Kovalsky

  (317) 435-3471/ alan@kovalskylaw.net 

                                                                                                              


- Initial Preparation and/or Update of Important Wealth Protection and Planning Documents: Wills, Trusts, Powers of Attorney, Guardianships


- Probate and non-probate Estate Administration – counseling clients and their families through the processes by which estate assets are distributed after death
 

- Disability planning


- Planning for Minor Children and Young Adults/College Students (Powers of Attorney, Medical Directives & Release)


- Elder Planning – Long-term care concerns; Medicaid eligibility

- Special Needs Planning

- Asset Protection
 
- Education/College Planning

- Charitable Gifting & Planning – for gifting both during life and at death
 
- Business & Charitable Organization Formation

- Personal Budgeting & Cash-flow Analysis – provide detailed budget analysis, allowing clients to make well informed, important decisions, regarding capacity for S
pending, Saving, Charitable and Familial gifting, Education funding (Take Home Personal Budget Spreadsheet)
 
- Counseling on use of Irrevocable Life Insurance Trusts  - for estate tax reduction and estate liquidity
 
- Evaluating and establishing Lifetime Family Gifting strategies – for tax-efficient wealth transfer during life
 
- IRA and Retirement Planning