In today’s digital age, managing your money through online accounts is not just convenient; it’s smart! Whether it’s shares of stock through CompuServe, life insurance policies, annuities, investments, or banking, going online makes it easier for you. Let’s break it down so you can see how easy and beneficial it can be. Why Should You […]

If you want Medicaid to cover things like expensive nursing home bills in Indiana, then you’ll need to show that you qualify.

Medicaid application trial and error creates big problems for nursing home residents. Unfortunately, it is a common practice that creates financial nightmares for nursing home residents’ families. This article explains common Medicaid application problems and suggests when people should seek professional help from experienced elder law attorneys. Medicaid Application Trial and Error – Repetition Doesn’t […]

[See our Disclaimers page about relying on this website’s contents.] We have heard people tell us for decades that they want to “avoid probate.” They say it as if they want to avoid cancer. Most people have no idea what it is that they think they should avoid. Fewer people know that the “probate” concept […]

[See our Disclaimers page about relying on this website’s contents.] (Updated March 14, 2018) Hollywood actress Betty Davis was quoted as saying, “Old age ain’t no place for sissies.” Unfortunately (or fortunately, depending on how you view it) more people are reaching older ages today than ever (such as Ira Chestnut, pictured at left as a high […]

[See our Disclaimers page about relying on this website’s contents.] The US Department of Veterans Affairs (also known as the “VA”) expresses some of our nation’s respect and gratitude to US military veterans by providing various benefits to veterans, their surviving spouses, and dependent children. Unfortunately, many veterans follow bad advice to pursue the VA’s […]

Retirement plans, annuities, and life insurance policies are great tools to accumulate and protect wealth for some people. However, all investments require some attention to details regarding beneficiary designations and ownership choices. None of these tools fits everyone and some tools can be inappropriate for some people. A knowledgeable estate planning attorney uses these financial […]

[See our Disclaimers page about relying on this website’s contents.] We think about gift-giving during the holidays, but many people miss  opportunities to give taxable dollars to their favorite tax-exempt churches, colleges, and poverty relief organizations. An entire segment to estate planning is dedicated to the process of helping people give money to charities and […]