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How Can You Avoid Common Pitfalls When Naming Beneficiaries on Your Accounts? by Troy C. Kiefer
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.
Major Medicaid IRA Update by William J. Stockdale
Medicaid is a needs-based public benefits program which provides medical insurance primarily to the impoverished, elderly, and disabled. However, on July 26, 2024, Medicaid made a major change with how it treats retirement funds.
Can I still get Medicaid waiver services at home or in an assisted living facility? by Janell M. Sprinkle
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 the Long-Term Care by Kurt R. Bachman
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
Beers Mallers Attorney Theodore T. Storer Named 2025 Best Lawyers® Employment Law – Individuals “Lawyer of the Year” in Fort Wayne
What Should I Consider When Picking a Personal Representative? by Tony B. Manns
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? by Jesica L. Thorson
When a loved one is lost, the family needs to determine if probate administration is necessary to help transfer assets to the heirs.