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Driving and Dementia: How to Take Away the Keys?

Written By: author avatar Jesica L. Thorson

Discover practical steps for knowing when and how to take away the car keys from a loved one with dementia. This guide covers safety, communication tips, and medical resources to help families make confident, compassionate decisions.

The Hidden Cost of Joint Bank Accounts

Written By: author avatar Troy C. Kiefer

Discover the hidden risks of joint bank accounts for parents and adult children, including legal, financial, and Medicaid issues to avoid

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Pay on Death (POD) and Transfer on Death (TOD) Defined

Written By: author avatar Kurt R. Bachman

Learn the difference between Pay on Death (POD) and Transfer on Death (TOD) designations, and how Indiana law affects non-probate asset transfers.

What Happens If You Die Without a Will?

Written By:Janell M. Sprinkle

In Indiana, if you pass away without a Last Will and Testament, your assets are divided among your heirs in accordance with Indiana Intestacy laws.

Indiana Medicaid Waivers: How to Qualify and What to Expect

Written By:Heidi Adair

If you are considering Medicaid benefits in Indiana, in addition to financial requirements, there are also health-related requirements. The technical term for the health requirement is that you meet Nursing Facility Level of Care or, in other words, have a substantial medical condition.

Pay on Death (POD) and Transfer on Death (TOD): Pros and Cons

Written By: author avatar Jesica L. Thorson

A payable-on-death (POD) or transfer-on-death (TOD) designation to an account allows the funds in that account to be passed to the named beneficiary or beneficiaries when the account holder dies.

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Estate Planning: What is “Sound Mind”?

Written By:Tony B. Manns

Sound mind generally refers to a person’s mental capacity to understand their actions, make informed decisions free of undue influence, and the consequences of their decisions.

How to Protect Your Digital Legacy in Indiana: Estate Planning for Online Accounts

Written By: author avatar Troy C. Kiefer

Secure your digital legacy by naming a digital executor, listing your accounts, and including online assets in your will to protect memories and prevent hassles.

Who Pays the Lien? Protecting Your Heirs from Surprises in Estate Planning

Written By: author avatar Kurt R. Bachman

What does the law say about how liens and expenses get paid, and by whom, for specific devises of any real or personal property as well as for real estate transferred by T.O.D. deed at death?

What are the Types of Guardianships?

Written By: author avatar Jesica L. Thorson

A Guardianship is the formal process by which a court appoints an individual (the “Guardian”) to be responsible for the person and/or property of an incapacitated person or minor (the “Ward”).