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Best Year-End Planning Checklist

Posted by deiglaw on  November 25, 2019

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The holiday season is the best time of the year to enjoy and spend time with friends and family, and to reflect on the past events of the year, as well as to plan for the future. There are many issues to consider. Below are a few of the common year-end planning items to consider: 1. Check beneficiary designations. A Last Will and Testament is still an important estate planning document. However, with “payable/transfer on

Pet trusts in Indiana

Posted by deiglaw on  October 29, 2019

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Pets are becoming more of a part of people’s lives than ever before. Whether it is a young person, couple, or someone whose children no longer depend on them, pets are still dependent daily on their owners for their care and comfort. It is important to consider who can take care of the pets in the event of a vacation/trip, a short-term illness/hospitalization, or death. I recommend people carry a card in their wallet/purse with

How do I appoint a Healthcare Representative?

Posted by deiglaw on  September 12, 2019

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A healthcare representative is a person you name in advance to make your decisions relating to your healthcare and if verbiage is included, also make mental health decisions. This named person must be trusted to abide by your wishes and beliefs as you have indicated during your life and in writing such as an executed Living Will. This named person will be your sole representative who can visit you in health care facilities, oversee treatment,

My loved one is more forgetful than usual, what should I do?

Posted by deiglaw on  August 20, 2019

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Category: Long Term Care, Tools
Are you concerned a loved one may have dementia or Alzheimer’s Disease?  Dementia is an umbrella term used to describe the loss of cognitive functioning; planning, thinking, reasoning, and remembering so much that it interferes with daily life. Alzheimer’s disease is the most common form of dementia. Contrary to popular belief, dementia is not a normal part of the aging process. Often family and friends are the first to notice changes in someone else’s behavior

Requirements of making a Will in Indiana

Posted by deiglaw on  July 15, 2019

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In order to have a valid written Last Will and Testament (“Will”) in Indiana, the “testator” (person making the Will) needs to be at least 18 years of age (younger if in armed services), of sound mind whose signature is witnessed by 2 independent witness.  Other States may have different requirements, but Indiana Courts will accept a Will that was validly executed under the laws of another State. Sound mind, also known as mental capacity