JOINT TENANTS (JTEN) AND HIDDEN JTEN HEADACHES AND HEARTACHES

Posted on December 31, 2023 by Hawkins Elder Law.

Does your name appear with someone on a bank or investment account? If so, you and the other people may be joint tenants with rights of survivorship (JTEN). Indiana law refers to people sharing a JTEN account as “parties.” This article discusses why people make JTEN accounts and some hidden JTEN headaches and heartaches. WHY […]

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5 Organizational Tips to Simplify Your Life, Disability, and Death

Posted on October 8, 2016 by Hawkins Elder Law.

[See our Disclaimers page about relying on this website’s contents.] Electronic devices, computer software, and the Internet are expanding what we can do and the ways we can do it at a mind-boggling pace. Technology can simplify or complicate life, depending on how well we use it. In this article, we offer 5 tips to […]

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IRA Planning for Long-Term Care and Longevity

Posted on May 17, 2016 by Hawkins Elder Law.

[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 […]

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In Financial & Healthcare Decisions, “Trust, But Verify”

Posted on September 26, 2015 by Hawkins Elder Law.

[See our Disclaimers page about relying on this website’s contents.] Many people today struggle with how to invest money and what to do when a family member faces a health crisis. When you lack expertise for urgent financial and healthcare decisions, take decision-making advice from former US President Ronald Reagan: “trust, but verify.” Mr. Reagan […]

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Are You Asking the Right Questions about Wills?

Posted on August 22, 2015 by Hawkins Elder Law.

[See our Disclaimers page about relying on this website’s contents.] Financial experts often say that if you die without a last will and testament, the state will decide who gets your assets. That statement is true if you die owning assets without joint owners and without naming beneficiaries of bank accounts, insurance policies, retirement plans, […]

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Financial Advisor Certifications, Titles, and Pedigrees

Posted on August 8, 2015 by Hawkins Elder Law.

[See our Disclaimers page about relying on this website’s contents.] “Professor” Herald Hill, the con-artist from the acclaimed musical The Music Man, wowed River City, Iowa, with his fancy talk and fake credentials. The magic of Broadway and Hollywood gave us a happy ending that does not often appear in the real world. When consultants, […]

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