Estate Planning Solutions: What is a Trust?
When building an estate plan, there are two main documents that you generally need to consider: a will and a trust. As we have previously… Read More »Estate Planning Solutions: What is a Trust?
Estate Planning
Comparing & Contrasting A Living Will & A Last Will
One of the many challenges of estate and life planning is that there are many documents that seem similar but serve very different purposes. For… Read More »Comparing & Contrasting A Living Will & A Last Will
Considering End-Of-Life Care: What Is An Advance Health Care Directive?
Nobody particularly likes thinking about death, but it presents a lot of questions that need to be answered, especially when it comes to how you… Read More »Considering End-Of-Life Care: What Is An Advance Health Care Directive?
Estate Planning Essentials: What Is a Durable Power of Attorney?
As a person ages, their ability to make important decisions can become less clear. Additionally, they have a far greater chance of experiencing some kind… Read More »Estate Planning Essentials: What Is a Durable Power of Attorney?
The Importance of Having a Plan: Setting Meaningful Life Goals
When you first reach adulthood, the sheer scope of what is possible can be overwhelming. You’re no longer living under the more limited expectations of… Read More »The Importance of Having a Plan: Setting Meaningful Life Goals
Guardianship for Your Special Needs Child
The What, Why, When, and How of the Guardianship Process for Your Child who Needs a Lifetime of Care. “What happens if I can’t be… Read More »Guardianship for Your Special Needs Child
Funeral Planning
Planning for funerals involves choosing among arrangements and funding through accounts, trusts or insurance.
Protecting the “At-Home” Spouse
The spousal allocation and spousal allowance are critical parts of protecting spouses when Indiana Medicaid is needed.
Medicaid Requires Other Planning
Indiana Medicaid planning is not complete until a comprehensive plan is in place. This goes well beyond the Medicaid application itself.
Planning Happens at the Margins
The details make the difference. Small adjustments over time can have drastic consequences.