Christmas. Chanukah. Kwanza - tis the season. And sure, writes Katherine Gillespie in vice.com, getting together with relatives and receiving gifts has its perks, but you will have to talk with them. After all, she points out, “social convention has dictated we can’t...
Elder law
What can advisors do if they suspect financial abuse?
If you are an advisor in Indiana, you may have witnessed several cases of financial abuse of elders. This crime involves the unauthorized use and even stealing of a senior’s financial assets. In some cases, the abuser is the legal guardian of the senior. There are...
It’s a Sign of Love to See the Signs on Thanksgiving
During family gatherings on the holidays, be alert for signs of infirmity and what additional care and planning may be needed.
Estate Planning? Don’t Forget to Consider Spousal Social Security Benefits
When a spouse dies, their Social Security benefits may become available to their current - or former - marital partner, Dana Anspack of thebalance.com explains, adding that spousal benefits can be available to: widowed spouses ex-spouses current spouses How does the...
Priority Added to the Indiana Health Care Act
Indiana has joined other states in specifying an order of priority for health care decision-making. House Bill 1119 establishes which parties can make health care decisions for an adult who: is incapable of consenting to medical treatment (too physically or mentally...
New Securities and Exchange Commission Rule to Protect Seniors
The same sheriff is in town, but there are some brand new rules. The Securities and Exchange Commission just last month approved - FINRA Rule 2165, officially called the Financial Exploitation of Specified Adults. What’s it all about? Financial services companies are...
Scott Watanabe – Newest Addition to Geyer Law
Settling family law disputes between parties outside of litigation is always best, Scott Watanabe, associate attorney at Geyer Law, firmly believes. Since protecting the best interests of children is the rightful focus in most divorce litigation, Watanabe is a strong...
November is National Caregivers Month
WHEREAS, over 90 million Americans today are family caregivers for their loved ones; and WHEREAS, a large number of them are finding themselves providing care 24 hours a day/7 days a week; and WHEREAS, although caregiving can be a rewarding experience, it is not...
Between the Death and the Estate Sale are the “Feet”
In between the death and the estate sale are “the feet”. That’s the way Mary Ann Yates, president of Elder Moves, Inc., describes one of the special functions she and her team have performed in the estate settlement process over the past thirty years. “An estate sale...
Are We Wrong About Aging?
“Aging can be re-imagined as a vivid and enlivening process that presents us with extraordinary risks and rewards.” That was the concept behind last October’s national tour, Disrupt Dementia, hosted by the University of Indianapolis. The first-of-its-kind event...

