UPDATE: In order to protect the safety of our clients, we are available via email, phone, and video conferencing. In order to discuss your options, please call the office at 812-496-3666.
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Indiana residents might not know how to best provide for their aging parents. While there are government assistance programs available, there are strict rules as to how you can qualify. Why you would want government assistance It’s no question that healthcare is...
Creating an estate plan may make it easier to manage your affairs while alive and after you pass. For instance, you can create a trust to ensure that assets remain outside of your Indiana estate for tax purposes. Wills, medical directives and financial agents may also...
Serving as the executor of an estate comes with a lot of responsibility. You must research what you need to do as the executor in Indiana to have a better idea of whether it's right for you. Be honest with your loved ones so that they can appoint someone who is able...
Estate planning is not just about making sure your assets are distributed how you want after you die, although that is certainly part of it. It’s also about giving yourself and your family peace of mind and protection in the event that something happens to you while...
People in Indiana who are preparing an estate plan might wonder whether it would be a good strategy to try to avoid probate. In some situations, this may be the right choice, but in others, it could be a mistake. Why avoid probate? There are a few reasons why avoiding...
For many people living in Lawrenceburg, Indiana, Social Security payments comprise a significant component of a reliable retirement plan. If you know for sure that you will be eligible to start receiving Social Security payments after turning 62, then now is the time...
Seniors may need help paying for skilled nursing facilities, at-home help or assisted living. An asset protection trust can help seniors pay for constant nursing care in Indiana. Medicare only covers nursing facilities for short-term rehabilitation. Medicaid may cover...
Any assets that are held in your Indiana estate at the time of your death may be subject to the state's probate laws. Depending on how your estate plan is structured, funds inside of a retirement plan may be held either inside or outside of your estate upon your...
