In view of the tax and various personal considerations involved, each estate plan is unique. While a lifetime trust may be the correct option for one individual, it may not be for a similarly situated individual once that individual’s personal desires are known.

Kightlinger & Gray strives to make sure our clients understand the various tax and non-tax factors that enter into estate planning decisions. We aid clients in planning their estates, with careful consideration to federal estate tax, Indiana inheritance tax ramifications, the client’s practical needs and desires for family members, and the special needs if any closely-held businesses are involved. We work with the client’s and other professional advisors to ensure a coordinated effort and to make sure that all parts of the estate plan are compatible.