Month: March 2021

Spring Clean Your Estate Plan

  Spring clean your estate plan.  Review your estate plan as part of your spring cleaning. Ensure that it is up-to-date to meet your needs and goals. You should review your estate plan team, beneficiaries, and team instructions. Here is a form for the Estate Plan Team Instruction Manual.   Information and articles from our […]

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How the $1.9 Trillion COVID Relief Bill Provides Senior Assistance

The $1.9 trillion American Rescue Plan Act (ARPA) delivers a broad swath of relief, covering families, employers, health care, education, and housing. The following are the provisions that most directly affect older Americans: Relief checks. The ARPA provides $1,400 direct payments to individuals earning up to $75,000 in annual income and couples with incomes up […]

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Legislature Fixes Document Recording Nightmare

The Indiana General Assembly has fixed the Indiana statute on recording documents.  Last summer, we reported on an unintended change to the Indiana recording statute that was causing major headaches for individuals trying to record instruments.  Senate Enrolled Act No. 340 amended Indiana Code 32-21-2-3 so that as of July 1, 2020, any document to […]

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Medicaid’s Coverage of Long Term Care

For better or for worse, Medicaid is the primary method of long term care coverage in the United States. But navigating the Medicaid system is complicated and confusing. Here are the basics. Medicaid is a joint federal-state program that provides health insurance coverage to low-income children, seniors, and people with disabilities. In addition, it covers […]

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