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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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