I have so many clients who come in and have been targeted by phone, email, or text. A new law can protect your contact information (e.g. names, addresses, phone numbers, data such as license plate numbers, emails, families, and friends connected with you, etc.) and that of your loved ones from being publicly available online or in databases to be used for nefarious or marketing purposes. Indiana residents have powerful new tools to reclaim their
Executor (Personal Representative) The executor, officially called the “personal representative” in Indiana statutes, manages the distribution of your assets according to your will after your death. Their duties include filing the will with the probate court, paying debts and taxes, and distributing remaining assets to beneficiaries. Considerations: Choose someone organized, financially savvy, and capable of handling complex paperwork and potential family dynamics. Indiana law requires an executor to be at least 18 years old and of
As an elder law attorney practicing in Southern Indiana since 1988, I have seen the panic and desperation in clients’ eyes when they hear “spend down to $2,000.” Having paid taxes their whole lives, built a modest nest egg, and now they are told the nursing home gets it all before Medicaid would step in. But that is not how it has to be. If you plan, even inside the five-year look-back window, Indiana law
If your loved one is in or headed to a nursing home, you may be feeling a bit overwhelmed, especially when it comes to figuring out when to apply for Medicaid. You’re not alone. This is one of the most common questions we hear from families every day. The truth is, timing really does matter. Applying too soon can cause confusion or even delays if financial details aren’t in place yet. But waiting too long can
Myth 1: Estate Planning is Just for the Wealthy Many people in Indiana mistakenly believe that estate planning is only for the rich. This couldn’t be further from the truth. An estate plan isn’t just about money; it’s about protecting your loved ones and your wishes, regardless of your net worth. Even a simple plan can include documents like a Last Will and Testament which controls the disposition of assets that are not jointly owned or