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The Hidden Cost of Joint Bank Accounts

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Discover the hidden risks of joint bank accounts for parents and adult children, including legal, financial, and Medicaid issues to avoid

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Pay on Death (POD) and Transfer on Death (TOD) Defined

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Learn the difference between Pay on Death (POD) and Transfer on Death (TOD) designations, and how Indiana law affects non-probate asset transfers.

What Happens If You Die Without a Will?

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In Indiana, if you pass away without a Last Will and Testament, your assets are divided among your heirs in accordance with Indiana Intestacy laws.

Indiana Medicaid Waivers: How to Qualify and What to Expect

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If you are considering Medicaid benefits in Indiana, in addition to financial requirements, there are also health-related requirements. The technical term for the health requirement is that you meet Nursing Facility Level of Care or, in other words, have a substantial medical condition.

Pay on Death (POD) and Transfer on Death (TOD): Pros and Cons

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A payable-on-death (POD) or transfer-on-death (TOD) designation to an account allows the funds in that account to be passed to the named beneficiary or beneficiaries when the account holder dies.

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Estate Planning: What is “Sound Mind”?

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Sound mind generally refers to a person’s mental capacity to understand their actions, make informed decisions free of undue influence, and the consequences of their decisions.

Blog & Updates

Blog & Updates

Latest News

The Hidden Cost of Joint Bank Accounts

Pay on Death (POD) and Transfer on Death (TOD) Defined

What Happens If You Die Without a Will?

Indiana Medicaid Waivers: How to Qualify and What to Expect

Pay on Death (POD) and Transfer on Death (TOD): Pros and Cons

Estate Planning: What is “Sound Mind”?

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