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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.

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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.

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

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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.

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

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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?

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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”).

How to Ensure Your Final Wishes are Enforced after Your Death

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Planning for the end of life can be an emotional and overwhelming process but making sure your final wishes are legally valid and enforceable is essential to give yourself peace of mind that your wishes will be followed and that your loved ones will be protected. Whether it’s the distribution of

How Is a Disclaimer Helpful When a Spouse Passes with a Pour-Over Will?

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A legal disclaimer can be helpful for a surviving spouse with a pour-over Will by allowing assets solely owned by the deceased spouse to bypass the Family Trust and be transferred directly to the children, avoiding complex trust management and potentially unnecessary tax strategies.

When and How to Talk to Your Family About Your Estate Plan in Indiana

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Many people struggle with this question, and there is no one-size-fits-all answer. Each family dynamic is unique, and feelings about privacy and disclosure vary from person to person.

What Is Elder Law? A Guide to Legal Planning for Seniors

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What is Elder Law, why should I seek advice & counsel from an Elder Law attorney, and at what age should I begin?