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Do You Need to Share Your Estate Plan with Heirs?

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The toughest part of an estate plan may be just getting started. Taking the time to think through what you want and what is best for your loved ones and heirs can be a difficult, but rewarding, task.

What is a Gifting Trust?

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A gifting trust is an estate planning tool that allows you to take advantage of the Federal gift tax exemption ($19,000 for 2025) to transfer wealth to your loved ones, while also allowing you to retain control of how and when the gifted funds are used.

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