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Who Makes Decisions for Me If I Don’t Have a Power of Attorney?

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Plan ahead with a power of attorney to avoid costly guardianship; learn how a POA preserves your control and reduces court involvement.

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Can I Make and Sign My Own Last Will & Testament

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Anyone could draft a Will, but as my mother used to tell me, just because you can do something does not mean you should.

What’s the Difference between Medicaid and Medicare?

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Learn how Medicare and Medicaid differ in coverage, eligibility, and benefits.

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Driving and Dementia: How to Take Away the Keys?

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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

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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

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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?

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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

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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

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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.

Estate Planning: What is “Sound Mind”?

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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.