Author Law Office of Glenn A. DeigPosted on Categories Asset Protection, Long Term Care, Medicaid, Planning, Trust & Wills 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 »
Author Law Office of Glenn A. DeigPosted on Categories Estate Administration / Probate, Planning, Trust & Wills To avoid a formal estate in the Court system, before July 1, 2022, the probate estate of the decedent must have been less than $50,000 less liens, encumbrances, and funeral expenses. … Read More »
Author Law Office of Glenn A. DeigPosted on Categories Estate Administration / Probate, Estate Planning, Planning, Trust & Wills 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 »
Author Law Office of Glenn A. DeigPosted on Categories Asset Protection, Estate Planning, Planning, Trust & Wills 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 »
Author Law Office of Glenn A. DeigPosted on Categories Asset Protection, Estate Planning, Planning, Trust & Wills When I meet clients and gather all the information regarding their health, assets, income, and family dynamics; one question I always ask is about the current and anticipated health of their future heirs of their estate.… Read More »