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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.

Should I Title My Financial Accounts Jointly with My Child?

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Many 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.

What is One of the Most Pervasive and Significant Estate and Succession Planning Failures You Have Experienced Recently?

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One major area that clients often fail to address, which creates major difficulties for family members at death, is planning for and documenting digital assets