By Cara M. Chittenden The Department of Veterans Affairs (VA) has become an unlikely and innovative pioneer in the quest to provide cost-effective, quality in-home care for veterans. Although the agency has long been mired in controversies surrounding its programs,...
Hoosier Estate Planner
A Living Will Lets Them Know; A Power of Attorney Lets Them DO
There are two kinds of healthcare advance directives: living wills and healthcare Powers of Attorney.
Wartime Veterans Can Qualify for a VA Pension Without Being Disabled
By Rebecca W. Geyer It is a challenge to keep up with US Military benefits as they are always changing, and many veterans miss out on what can be life-changing aid. Many wartime veterans receive a disability pension due to injury. But did you know that wartime...
Relaxed Rules for Retirement Plans Worth CARES-ing About
The CARES ACT relaxes rules for retirement plans and IRAs in four main ways.
What to Do to Manage Someone Else’s Social Security or Veteran’s Benefits
By Dara M. Hensel With Memorial Day approaching, our thoughts are turning toward veterans and their needs during the COVID-19 crisis. We will be sharing information for veterans and their families. You have been appointed to help your seven-year-old nephew Roberto...
Is It a Good Idea to Bring Your Parent Home from the Nursing Home During the Coronavirus Pandemic?
By Cara M. Chittenden With the coronavirus pandemic hitting nursing homes and assisted living facilities especially hard, families are wondering whether they should bring their parents or other loved ones home. It is a tough decision with no easy answers. The number...
In the Matter of Emergency Procedures for the Witnessing of Wills
Due to the Coronavirus emergency, the courts are now allowing wills to be witnessed via audio-visual communication.
Estate Planning Opportunities Offered by Coronavirus Realities
COVID-19 offers not only estate planning opportunities, but also wealth planning options related to the unusually low interest rate environment.
Staying Connected to Family Members in a Nursing Home When Visits are Banned
By Rebecca W. Geyer The spread of the coronavirus to nursing home residents has caused the federal government to direct nursing homes to restrict visitor access, and many assisted livingfacilities have done the same. While the move helps the residents stay healthy, it...
Tax-Related Estate Planning Tactics Take on Several New Twists
The pandemic and the CARES Act have created some tax planning opportunities, some of which are directly related to estate planning.

