Early in my legal career a person’s Last Will and Testament dictated where a person’s estate would go to and who was in charge. Today, a Last Will and Testament is still important … Read More »
Category: Asset Protection
Bank account ownership in Indiana
There are different ways to handle bank accounts for estate planning purposes. If a client merely adds a Payable on Death (“POD”) designation on a bank/credit union account … Read More »
What is a pooled special needs trust?
A pooled special needs trust is a “pooled” trust combining the assets of many individuals with each disabled beneficiary having a separate sub-trust. The pooled trust is run by non-profit organizations. … Read More »
My Loved One Needs Nursing Home Care
The difficult decision has been made to move forward with nursing home placement for your loved one. Once a suitable nursing home has been chosen based on your visitation of facilities and reviews… Read More »
What is a Medicaid Penalty Period?
everal categories of Medicaid, such as the category which covers most of the cost of nursing home care and the cost of at-home care, have an asset limit to qualify for coverage.… Read More »