You might be responsible for your spouse’s medical bills even if you didn’t sign a thing, writes Mark Cappel in bills.com. It’s called the Doctrine of Necessaries Rule. In Indiana, a spouse can be obligated to pay for medical care received by the other spouse if the...
Hoosier Estate Planner
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...
Typed, Handprinted, or Written? When It Comes To Wills, Take Your Pick
When it comes to a will, any person of sound mind over the age of 18 (or who is younger and a member of the armed forces) may – and absolutely should - execute one. In Indiana, the document must be signed and acknowledged in the presence of two or more witnesses. ...
Legacies and Legatees – Not Always the Perfect Match
“As baby boomers grow older, the volume of unwanted keepsakes and family heirlooms is poised to grow – along with the number of delicate conversations about what to do with them…As these waves of older adults start moving to smaller dwellings…they and their kin will...
The Magic Question to Answer as You Begin Estate Planning
“Once you see the effect it can have, you’ll most likely make it a mandatory part of every first meeting with a prospect,” writes Dave Zoller in the Journal of Financial Planning, referring to what he has come to call “the magic question”. The great thing about the...
Life Does Not Stand Still – and Neither Does Your Estate Plan
“Life does not stand still,” wryly observes the American Bar Association in a chapter of its estate planning document titled “Changing Your Mind”. After you’ve crafted your initial estate plan, that’s hardly the end of the process, the ABA stresses, because a number...
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...
Estate Planning for Those with, Well…Not–So-Big Estates
“While you may think that estate planning only applies to wealthy individuals with millions in assets who live on, well, estates…think again,” is the advice from LearnVest appearing in Forbes a few years back Even though estate planning relates to incapacitation or...
Holiday Sounds: Tinkle of Bells and Talk of Estate Planning
“We get it: there's no easy way to start talking about estate planning. And who wants to spoil the holidays with morbid talk about what's going to happen after a family member dies?” Christopher Coble asks. “Then, again, when else are you going to do it? The holidays...
Estate Planning to Take Care of Caregivers
“Companies Need to Care for Their Caregivers” is the headline of an article in a recent issue of the AARP Bulletin. Employers need to create caregiver-friendly workplaces, is the concept, and to that end, AARP has teamed up with the Northeast Business Group on Health...

