Many people struggle with this question, and there is no one-size-fits-all answer. Each family dynamic is unique, and feelings about privacy and disclosure vary from person to person.
What is Elder Law, why should I seek advice & counsel from an Elder Law attorney, and at what age should I begin?
The toughest part of an estate plan may be just getting started. Taking the time to think through what you want and what is best for your loved ones and heirs can be a difficult, but rewarding, task.
A gifting trust is an estate planning tool that allows you to take advantage of the Federal gift tax exemption ($19,000 for 2025) to transfer wealth to your loved ones, while also allowing you to retain control of how and when the gifted funds are used.
With Christmas and the end of the year approaching, I am often asked how much gifting can or should I do. The IRS has set an annual gift tax exclusion amount of $18,000.00 per person for the 2024 tax years.
Earlier this year, Beers Mallers provided a post about a change in the overtime rules imposed by a new regulation issued by the United States Department of Labor. On Friday, November 15, 2024, a federal judge in Texas vacated the rule.
As life becomes increasingly digitized, it is more important than ever to consider digital assets when planning your estate and drafting your estate planning documents
The rules around qualifying for Medicaid in Indiana changed drastically beginning in July 2024. The two biggest changes center around IRAs and Personal Services Contracts. Prior to July 1, 2024, any
Choosing beneficiaries for your financial accounts, like retirement funds, life insurance, and bank accounts, seems simple, but mistakes can lead to serious problems. One common pitfall is failing to update your beneficiaries.
The current confusion with benefits stems from amendments to Indiana’s Medicaid Waiver program that went into effect July 1, 2024