Advancing Advance Directives - JANUARY 2012
Will Uncle Sam help pay for your assisted living?
- Revised DECEMBER 2011
Medicare/Medicare Advantage - NOVEMBER 2011
Money Follows the Person - SEPTEMBER 2011
How do I add Transfer on Death instructions to my car titles in Indiana? - AUGUST 2011
elder abuse - JULY 2011
Medicaid Estate Recovery Alert - JUNE 2011
important changes to dnr - MAY 2011
When Dad Should No Longer Drive - MARCH 2011
ESTATE PLANNING F.A.Q - Revised JANUARY 2011
Estate and Gift Tax Laws Change - New Federal Estate Tax Laws
- January 2011
PLANNING FOR THE COST OF NURSING HOME CARE
- Revised January 2012
Death of the Donut Hole - OCTOBER 2010
SIGNING UP FOR MEDICARE - SEPTEMBER 2010
VA aid & Attendance award - Revised JULY 2010
Top Ten Estate PLANNING Mistakes #5 –Failure to Consider a Transfer on Death Deed
- MAY 2010
HEALTH CARE REFORM - APRIL 2010
New Medicaid Rules - NOVEMBER 2009 (Revised March 2010)
Top Ten Estate PLANNING Mistakes #6 – Failure To Update Beneficiary/Ownership Designationsy
- MARCH 2010
INDIANA FSSA New Medicaid Rules - NOVEMBER 2009
Top Ten Estate PLANNING Mistakes #7 Purchasing an Annuity
- OCTOBER 2009 (Revised November 2009)
NEW MEDICAID RULES - SEPTEMBER 2009
Greater Simplicity for All - SEPTEMBER 2009
TOP TEN ESTATE PLANNING MISTAKES #8 - AUGUST 2009
TOP TEN ESTATE PLANNING MISTAKES #9 - JULY 2009
TOP TEN ESTATE PLANNING MISTAKES #10 - MAY 2009
Stimulus Payment to Social Security Recipients to Arrive in May's Mail - APRIL 2009
THEY LISTENED! - Revised APRIL 2009
IS IT TIME TO SIMPLIFY YOUR ESTATE PLAN? - Revised FEBRUARY 2009
Myths Revealed—The Truth About Living Trusts
- Revised FEBRUARY 2009
DIRECT DEPOSITS OF SOCIAL SECURITY BENEFITS
- FEBRUARY 2009
BAD NEWS FOR ANNUITY OWNERS - Revised FEBRUARY 2009
AGING IN PLACE - Revised FEBRUARY 2009
No Minimum Distribution Rules for Retirement Accounts in 2009
- JANUARY 2009
Let Your IRA Do The (Charitable) Work For You - UPDATED
- DECEMBER 2008
CLAIMS AGAINST THE ESTATE
- AUGUST 2008
Death, Taxes and now, Medicaid Estate Recovery - JUNE 2008
Healthy Indiana Plan (HIP) - FEBRUARY 2008
OMBUDSMAN - JANUARY 2008
ANGEL CORPS - DECEMBER 2007
What Determines Residency for Medicaid Purposes? - NOVEMBER 2007
WHO OWNS YOUR BANK ACCOUNT - OCTOBER 2007
ELECTRONIC PASSWORDS - JUNE 2007
MEDICARE--WHAT YOU NEED TO KNOW - MARCH 2007
MY HOME--SHOULD I GIVE IT AWAY? - Revised FEBRUARY 2007
Personal Service Agreements - DECEMBER 2006
PLANNING FOR YOUR “BEST FRIEND” (THE DOG GONE TRUST) - JUNE 2005
ACCIDENTS AND ILLNESSES CAN HAPPEN WHEN GRANDMA HAS THE KIDS: PLAN AHEAD - APRIL 2005
