There are two important reasons it is NOT a good idea to transfer a home into the name of an adult child for the purpose of qualifying for Medicaid….
2 Reasons Transferring Title of a Home to an Adult Child is a Bad Idea
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Hoosier Estate Planner
Rebecca Geyer Panelist at One Zone Women’s Network Event
Rebecca Geyer served as panelist at One Zone Women’s networking event, sicussing elder care and options for senior citizens.
Estate Tax Back on the Radar Again
The current estate tax exclusion rules are due to expire in a couple of years. Revisiting one’s estate plan is a must.
The Earlier the Talk, the Smoother the Transition of Wealth
The transition of wealth from one generation to the next should be based on mutual understanding of values and intentions.
Couples, Finances, and Estate Planning
Co-managing finances, while respecting the needs of each spouse, an be a challenge even for “traditional” couples.Legal advisors must take a sympathetic and compassionate approach as couples deal with legal considerations.
5 things you should know about a special needs trust
If you’re considering executing an estate plan in Indiana, or have an existing plan that needs updating, you’ll be glad to know that the process is customizable to your needs. This means that you don’t have to include or omit specific documents in your plan. You’re...
In Selling a Business, Preparation is the Secret to Success
While we help business owners prepare for success, we must also help them be prepared for adverse circumstances j- and to think ahead to how they want to transfer their business to others someday in the future.
Good Business Owners Prepare for Bad Things to Happen
Bad things can and do happen to even very devoted and very skilled business operators, and having contingency plans is a vital aspect of owning a business.
Conversation Across the Generations
Big conversations about money and estate planning need to take place between – and among – grandparents, parents, and children. Family conferences make settling elders’ affairs much simpler and help avoid bitter misunderstandings.
Guardianships and Guarding Health Information
A new statute in Indiana addresses the dilemma health providers face when asked to provide information about an incapacitated individual….
