Heidi AdairThe rules around qualifying for Medicaid in Indiana changed drastically beginning in July 2024. The two biggest changes center around IRAs and Personal Services Contracts. Prior to July 1, 2024, anyHeidi Adair
Troy C. KieferChoosing beneficiaries for your financial accounts, like retirement funds, life insurance, and bank accounts, seems simple, but mistakes can lead to serious problems. One common pitfall is failing to update your beneficiaries. Troy C. Kiefer
Janell M. SprinkleThe current confusion with benefits stems from amendments to Indiana’s Medicaid Waiver program that went into effect July 1, 2024Janell M. Sprinkle
Kurt R. BachmanThe process of planning with a client for long-term care, asset preservation, and estate planning has revealed many regularly recurring elder law issues that are common among many clients.Kurt R. Bachman
Beers MallersBeers Mallers Attorney Theodore T. Storer Named 2025 Best Lawyers® Employment Law – Individuals “Lawyer of the Year” in Fort WayneBeers Mallers
Tony B. MannsChoosing the right personal representative—also known as the “executor”—is a crucial decision in estate planning when writing your Last Will & Testament. A personal representative manages a person’s assets after they die. The person selected should be trustworthy, organized, and financially literate.Tony B. Manns
Jesica L. ThorsonWhen a loved one is lost, the family needs to determine if probate administration is necessary to help transfer assets to the heirs. Jesica L. Thorson
Jesica L. ThorsonMany parents want a child joint on their financial accounts so the child can help with their financial management if they are incapacitated. As a joint owner, the child can withdraw money from the account, write checks to pay bills or make deposits to the account.Jesica L. Thorson
Kurt R. BachmanOne major area that clients often fail to address, which creates major difficulties for family members at death, is planning for and documenting digital assetsKurt R. Bachman
Ryan M. GardnerWhen thinking about estate planning, it may seem confusing to determine what documents should be prepared. But the truth is, with the assistance of an elder law attorney it’s quite simple.Ryan M. Gardner