Elder Law Matters — a monthly blog by Glenn A. Deig

Free Fraud Alerts: Real Property in Indiana

Posted on July 25, 2023 
A growing white-collar crime in Indiana, and other States, is when criminals file a Deed or Mortgage against your real property to wrongfully transfer, and sell, or borrow against your equitywhen they have no ownership interest in the property. This can be accomplished in several ways such as merely forging your signature and a fake or unscrupulous notary; or, using a fake power of attorney document to execute the fake documents without your consent or 

Checklist–When a Loved One Passes

Posted on June 25, 2023 
There are many tasks to do after someone passes, and it can be overwhelming to deal with them all. These tasks vary greatly for every Indiana estate. Here are some of the most common initial important legal, financial, and taxation steps after the organ or body donation, if designated, and the obituary and memorial if you are the named Personal Representative in the Last Will and Testament, or the responsible person: · Obtain certified copies 

What Is the Stepped-Up Basis?

Posted on May 25, 2023 
The stepped-up basis is a provision in federal tax law that adjusts the value of an inherited asset for tax purposes. It means that the cost basis (the original purchase price) of the asset is increased to its fair market value on the date of the decedent’s death. This can lower or eliminate the capital gains tax liability for the heir who sells the asset later. For example, suppose Jane bought a house for $100,000 in 
When my Indiana clients come to us for crisis planning and a loved one needs to be transferred to a facility because they can not be kept at home any longer, the first question before facilities are researched, is whether assisted living or a nursing home facility is the right fit for the loved one. Assisted living and nursing homes are two types of care facilities for seniors who need help with daily tasks. The main 
The Public Health Emergency caused by the COVID-19 pandemic has upended our lives in ways we could never have imagined. It has also had significant implications for Medicaid benefits in Indiana for those Indiana residents receiving Medicaid coverage at home, assisted living, and nursing homes. It is essential to consider how the end of the Public Health Emergency will affect Indiana Medicaid and its beneficiaries. One of the most significant ramifications of the end of