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....
Estate Planning
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...
Prepare for Medicaid through Your Estate Plan
Many people will prepare for Medicaid through their estate plan. Long-term care involves not only a loss of personal autonomy; it also comes at a...
Getting Comfortable With Estate Planning Terminology
Some people feel uncomfortable meeting with an attorney to discuss their estate planning needs because of an unfamiliarity with the law. A good...
Annual Long-Term Care Survey Finds Steep Rise in Assisted Living Facility Costs Amid Pandemic
All long-term care costs rose sharply in 2020, but assisted living facility costs increased the most, according to Genworth’s latest annual Cost of...
Special Tax Deduction for 2020 Allows Donations of $300 to Charity Without Itemizing
As we enter the giving season, there is an additional reason to be charitable. Congress enacted a special provision that allows more people a...
Recent Change to Recording Statute Causing Headaches
The change of one word in the Indiana statute on recording is causing headaches for some individuals trying to record instruments. Senate Enrolled...
Leaving a Legacy, Beyond the Inheritance
WEBINAR-Leaving a Living Legacy, Beyond the Inheritance. To most people, the term “legacy” evokes thoughts of money and property. While these assets...
Budgeting: The 5 Uses of Money with Scott Goldsmith
Once an individual is approved for Medicaid benefits, he or she will receive such benefits subject to the payment of his or her liability. The...
Estate Planning for Happy Days Webinar Replay
Happy Days Webinar This is our lively and informative presentation on why estate planning, done right, can be a joyous reaffirmation of life and a...