Penalty Period was Upheld for Transfers to Loved Ones
A.V. suffered from Alzheimer’s disease and was admitted to a nursing home in January 2021. Thereafter, she submitted a Medicaid application for benefits. On...Read More
Last Will and Testament vs. a Trust: What’s the Difference?
Last Will and Testament The person signing the Last Will and Testament is called a Testator. A Last Will and Testament takes effect upon the Testator’s...Read More
What is Elder Law?
Elder law is a practice area defined by the people that are served. Our clients and their families’ priorities and concerns evolve as they age, and their...Read More
Do I need a Last Will & Testament or a Trust?
To start with we need to define or describe both a Last Will & Testament and a Trust and what they do. A Last Will & Testament (LWT) is normally...Read More
Must an Agent Spend all of the Principal’s Assets on Care?
A potential trap for the unwary attorney-in-fact. For those who have utilized a “power of attorney” in their estate planning without specific instructions...Read More
IRS Dirty Dozen
Chances are, you've gotten a scammer call or two....or even many more. The Internal Revenue Service (IRS) releases their "Dirty Dozen" list of scams. Check...Read More
What’s the Difference Between Medicare & Medicaid
Medicare and Medicaid are two different government programs for healthcare. It is important to understand the difference between them. Here, we will discuss...Read More
Worried About the Future with COVID?
Yes, we are in difficult times. I have had many clients reach out with various concerns about estate planning; something that most of us don’t’ like to...Read More
FREE Eviction Program Info for Hoosiers
Researchers recently stated that as many as 313,000 Indiana households are now in danger of eviction; yet another devastating side effect of the COVID-19...Read More