Announcing Our New Fort Wayne Location, 406 South Scott Road, Coming Fall 2020!

June 2016

June 20, 2016

Non-Qualified Annuities

NON-QUALIFIED ANNUITIES Properly Naming the State of Indiana as a Beneficiary The State needs to be named as a beneficiary by the time of the Medicaid application in some situations.  You must name the State as primary beneficiary (unless a minor or disabled child exists) before the Medicaid application if […]
June 18, 2016

Secrets of an Elder Law Attorney

SECRETS OF AN ELDER LAW ATTORNEY What a boring life we lead Fort Wayne Estate Planning Council Presentation May 19, 2016  AGED AND DISABLED WAIVER Recipients of the Aged and Disabled Waiver live in a community setting.  They are initially approved for level of care services through a notice of […]
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