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How Much Can I Gift Each Year?

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With Christmas and the end of the year approaching, I am often asked how much gifting can or should I do. The IRS has set an annual gift tax exclusion amount of $18,000.00 per person for the 2024 tax years.

New Overtime Exemption Rules: What Indiana Employers Need to Know

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Earlier this year, Beers Mallers provided a post about a change in the overtime rules imposed by a new regulation issued by the United States Department of Labor. On Friday, November 15, 2024, a federal judge in Texas vacated the rule.

Digital Assets and Estate Planning: What You Need to Know

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As life becomes increasingly digitized, it is more important than ever to consider digital assets when planning your estate and drafting your estate planning documents

Recent Medicaid Changes in Indiana: What Seniors and Families Should Know

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The 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, any

Four Common Beneficiary Mistakes in Indiana Estate Planning

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Choosing 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.

Can I Still Get Medicaid Waiver Services at Home or in an Assisted Living Facility?

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The current confusion with benefits stems from amendments to Indiana’s Medicaid Waiver program that went into effect July 1, 2024

Most Significant Issues in Long-Term Care

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The 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.

Theodore T. Storer Named to Best Lawyers® 2025

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Beers Mallers Attorney Theodore T. Storer Named 2025 Best Lawyers® Employment Law – Individuals “Lawyer of the Year” in Fort Wayne

How to Choose the Right Personal Representative for Your Estate

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Choosing 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.

What Is a Small Estate? Simplifying Probate for Families

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When a loved one is lost, the family needs to determine if probate administration is necessary to help transfer assets to the heirs.