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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

The process of planning with a client for long-term care, asset preservation, and estate planning has revealed many regularly recurring elder law issues that are common among many clients.

Beers Mallers Attorney Theodore T. Storer Named 2025 Best Lawyers® Employment Law – Individuals “Lawyer of the Year” in Fort Wayne

Choosing the right personal representative—also known as the “executor”—is a crucial decision in estate planning when writing your Last Will & Testament. A personal representative manages a person’s assets after they die. The person selected should be trustworthy, organized, and financially literate.

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 the beneficiaries who are to receive ownership of the real estate after the death of the owner.  The owner signs the Transfer on Death Deed and it is recorded in the county recorder’s office in the county where the real estate is located.  Once recorded, the owner is still free to do what he/she pleases with the real estate:  mortgage it for a loan, sell it, or transfer it in any way, all without the […]

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 of the year when the focus turns to family and a change is often noticed.  One of the key actions you can take is to approach your loved one to see if they already have a relationship with an elder law attorney.  If they do, schedule a review meeting with that attorney.  Attempt to schedule the meeting so that you and your loved one can attend together.  If he or she does not have an […]