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Department of Veterans Affairs Will Finally Implement Transfer Penalty Regulations for Pension Applications

In January 2015, we first reported to you about regulations proposed by the Department of Veterans Affairs (VA) that sought to implement an asset transfer penalty for claimants applying for VA needs-based benefits as well as revised provisions regarding net worth and income exclusions under such programs.  The comment period for these proposed regulations ended […]

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Aretha Franklin’s Lack of a Will Could Cause Huge Problems

The passing of a beloved celebrity has again shined a spotlight on the potential devastating effect of not having an estate plan.  In 2016, we reported how the artist known as Prince passed without an estate plan.  To date, his estate is still marred in litigation with millions of dollars already being paid in attorney […]

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Jeff Stinson to Present Seminar on Legacy Planning

In conjunction with Hooverwood, Jeff Stinson will present a free seminar entitled “Leaving a Legacy, Beyond the Inheritance” on September 26, 2018 at 6:00 PM at Hooverwood, 7001 Hoover Road, Indianapolis, Indiana.  Attendees will not only learn about wills, trusts, and powers of attorney, but will also about the importance of preserving their non-monetary legacy.  […]

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Four Steps to Take Right After an Alzheimer’s Diagnosis

If you or a loved one has been diagnosed with Alzheimer’s disease, it is important to start planning immediately. There are several essential documents to help you once you become incapacitated, but if you don’t already have them in place, you need to act quickly after a diagnosis. Having dementia does not mean an individual […]

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Jeff Stinson to Present Free Seminar on July 18

Jeff Stinson, in conjunction with Moldt Financial, is offering a free seminar on July 18, 2018 at 6:00 PM at the Clubhouse of Vandalia by Del Webb, 5266 John Quincy Adams Court, Plainfield, Indiana.  Plan to attend this free presentation where Jeff will discuss such “need-to-know” estate planning topics as: The importance of Wills, Trusts, […]

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