Who Should Be on Your Estate Planning Support Team?
Estate planning is important for everyone, no matter their age or financial status. It tells the world how you want your property, belongings, cash, and financial assets distributed, and if...
Medicaid Planning Legally and Ethically, Part 3: Legal & Ethical Guidelines
As mentioned in our previous blogs on the topic , Medicaid planning can be a valuable investment for those looking to ensure that they or a loved one qualify for...
Medicaid Planning Legally and Ethically, Part 2: The Planning Part
In a previous blog , we discussed the basics of what Medicaid is and some of the challenges older people face when trying to get covered. Despite millions of Americans...
Medicaid Planning Legally and Ethically, Part 1: The Basics
Receiving proper medical care in the United States can be a challenge sometimes, in no small part due to the many legal complications surrounding it. In particular, navigating the various...
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 a child and while you...
FSSA To Resume Standard Rules For Liabilities On March 1, 2021
In response to the COVID-19 pandemic, Congress passed the Families First Coronavirus Response Act in March 2020. Federal guidance resulting from the Act instructed state agencies to maintain the same...
Transfers: How Things Are Done Matters
Indiana Medicaid looks very closely at transfers. Special rules apply to transfers for less than fair market value by an applicant or spouse within five (5) years of the date...
“A Nursing Home Can Do It” – But Who Is Being Protected?
An application for Indiana Medicaid can be a complicated process requiring the collection of extensive documents. Planning for Indiana Medicaid eligibility can require complicated transactions. All of this can include...
Protecting the “At-Home” Spouse
Indiana Medicaid provides allowances for spouses in the community. Family can use these to protect real estate such as a home. Families can also protect retirement assets. Indiana Medicaid also...
Medicaid Requires Other Planning
Comprehensive planning involves not only advancing today's goal, but preparing for the future by reviewing the entire situation.
- Medicaid planning often includes re-titling assets and shifting elements of existing estate...
Planning Happens at the Margins
Life is in the details. It is rare for a single, grand gesture to set the course of a person's life. It is usually the accumulated result of thousands of...
When to Engage an Attorney
Life is in the details. It is rare for a single, grand gesture to set the course of a person's life. It is usually the accumulated result of thousands of...