What is a TOD Deed? by Daniel K. Leininger
TOD Deed stands for “Transfer on Death Deed.” The owner of real estate can have his/her attorney prepare a “Transfer on Death Deed” which names […]
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How to Handle a Loved Ones Decline by Heidi B. Adair
Question:I noticed a decline in my loved one over the holidays. What should I do?Answer:This often happens during the holiday season. It is the time […]
Death & Probate by: Kurt Bachman
I am asked by clients all the time the question: Do I need a Trust to avoid probate in Indiana? The simple answer is: No. […]
What is a “Living Trust”? by Daniel K. Leininger
A “living trust” is the name frequently given to a revocable trust used in estate planning as an alternative to a will. The downside to […]
Should I gift $15,000 to my children annually as part of my estate plan? by Janell M. Sprinkle
The current federal gift tax exclusion allows you to give away up to $15,000 per person annually, to as many individuals as you wish. Whether […]
Opportunities in New Health Care Representative Law by Troy C. Kiefer
An essential legal document that everyone should have is an Appointment of Health Care Representative. Recent changes to Indiana law make it important that you […]
A Seller May Condition the Sale of “Replacement Property” by Kurt R. Bachman
Q: Can the Seller of “replacement property” real estate, in a 1031 like – kind exchange, place conditions on the sale of that real estate […]
Should I create a “life estate” in my home? by Dan Leininger
Creating a “life estate” in your home can be an effective estate planning technique as well as an effective asset protection plan with respect to […]
I’m always being asked by my doctor if I have a Living Will or advance directive documents. What are these? by Jesica Thorson
Advance directive documents are simply making a decision about the care you would want to receive if you were unable to speak for yourself. It […]
What is the snapshot date when applying for Medicaid? by Kurt Bachman
The snapshot date is the date of institutionalization lasting at least 30 consecutive days. Institutionalization may be in a hospital, nursing home, similar health care […]