My last article I discussed how the “no contest” provisions could be inserted in a Last Will and Testament to limit an heir’s ability to contest a document without risking a loss, or reduction of an inheritance. A few more follow‐up tips when I am meeting with clients to avoid rancor and resentment when a child or family member is dealing with the grief and loss of a loved one. **Name the right Personal Representative/Executor/Trustee.
As an elder law attorney, much of my practice is legally protecting assets of those in, or headed to a nursing home or who need at‐home services. Also, part of my practice is helping clients in advance who are young and healthy enough to still obtain long‐term care insurance. I have reviewed long‐term care insurance policies or applications for clients many times. The main concern of clients is to protect family from the burden of
A common question I am frequently asked: what is a certified elder law attorney? I will explain the overall steps to obtain and maintain the certification. I always explain there are many experienced, competent attorneys who practice in this area and can handle complex elder law issues and who are not certified. However, if you do not know where to look for guidance on elder law issues, a certified elder law attorney is a good
Becoming a family caregiver can be one of the most honorable jobs a person can have. It is no secret that an aging population has created new challenges for Indiana as Baby Boomers continue to retire. Between now and 2050 the Public Policy Institute projects the American over‐65 population will double and the over‐85 population will triple by 2050. Family caregivers work with healthcare workers to care for a loved one. Family caregivers provide the
Talking with your spouse or loved one about what is going to happen after you die or aren’t able to take care of the affairs anymore, is never a fun conversation. However, many households divide “duties”, so if the spouse that has taken care of the finances die or becomes incapacitated, the other may not know how to access money or what investments they even have. As an elder law attorney, I see this in