When I meet with clients to discuss estate planning, one of the issues I bring up is the disposition of tangible personal property as part of their estate planning.… Read More »
Category: Planning
Gifting Impact on Medicaid Eligibility
Gifts are assets that are fully, or partially (typically real estate) transferred out of your name into someone else’s name. Clients come to me and explain that they want to give their assets away… Read More »
Medicaid Planning for the Married Couple
My asset protection team and I often meet with clients who have a spouse or parent who requires at-home caregiving services, or who resides in a skilled care nursing facility or assisted living facility.… Read More »
Estate Planning for the Unmarried
People of all ages are living together and not getting formally married; many times because of 2nd or subsequent marriages with children from previous relationships. Most people think Indiana allows common law marriages, when a couple who has lived together a… Read More »
Estate Planning in the age of Bitcoin
When I meet with clients for their estate planning, I always ask about their assets-real estate, tangible items, vehicles, boats, retirement accounts, bank accounts, collectibles, etc; but now, I routinely ask do you own any Cryptocurrency?… Read More »