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Beers Mallers attorney Daniel K Leininger

What is the Senior Safe Act? by Daniel K. Leininger

In recent years, more attention has been given to the threat of senior financial exploitation. Unfortunately, it is all too frequent that caregivers and persons acting under a financial power […]

What is a “Living Trust”? by Daniel K. Leininger

A “living trust” is the name frequently given to a revocable trust used in estate planning as an alternative to a will. The downside to a will is that for […]

Should I gift $15,000 to my children annually as part of my estate plan? by Janell M. Sprinkle

The current federal gift tax exclusion allows you to give away up to $15,000 per person annually, to as many individuals as you wish. Whether you will benefit from utilizing […]

Opportunities in New Health Care Representative Law by Troy C. Kiefer

An essential legal document that everyone should have is an Appointment of Health Care Representative. Recent changes to Indiana law make it important that you review your Appointment of Health […]

A Seller May Condition the Sale of “Replacement Property” by Kurt R. Bachman

Q: Can the Seller of “replacement property” real estate, in a 1031 like – kind exchange, place conditions on the sale of that real estate which would entitle the Seller […]

Should I create a “life estate” in my home? by Dan Leininger

Creating a “life estate” in your home can be an effective estate planning technique as well as an effective asset protection plan with respect to nursing home planning, but beware […]

I’m always being asked by my doctor if I have a Living Will or advance directive documents. What are these? by Jesica Thorson

Advance directive documents are simply making a decision about the care you would want to receive if you were unable to speak for yourself. It involves deciding who will be […]

What is the snapshot date when applying for Medicaid? by Kurt Bachman

The snapshot date is the date of institutionalization lasting at least 30 consecutive days. Institutionalization may be in a hospital, nursing home, similar health care facility, or any combination thereof, […]