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Latest Articles

March 31, 2020


Alert The Indiana Medicaid rules for married couples needing nursing home care, or waiver services, will soon change.  On March, 26, 2020, the Indiana Family & Social Services Administration announced that the retirement accounts of a Community Spouse must be included in determining an Institutionalized Spouse’s Medicaid eligibility. This is […]
November 19, 2019

Free Money

Free Money How to collect spousal benefits and wait until 70 to claim your Social Security Most financial advisors will tell you the highest wage earner in the family should wait to collect Social Security benefits until age 70.  Benefits increase on average 8% per year for each year you […]
June 4, 2019

Blockbuster, Circuit City, K-Mart—Estate Planning?

Blockbuster, Circuit City, K-Mart—Estate Planning? For the majority of the last 15 years, the desire to avoid the Federal Estate Tax has driven the preparation of many estate plans.  In 1999, the exemption from the Federal Estate Tax was $650,000.  After reaching the exemption amount, the tax started at 35 […]
February 26, 2019

National Podcast about Advanced Care Planning

National Podcast about Advanced Care Planning
January 30, 2019

How to Contact the Indiana BMV When You Believe Your Loved One Should no Longer Drive

How do you know when your dad should no longer drive?  The answer is obvious: when you will no longer ride with him. The sad fact is in rural Indiana losing your driver’s license is equated with the loss of your independence.  We do not want mom or dad to […]
October 12, 2018

New VA Rules for Pension Benefits – Effective October 18, 2018

New VA Rules for Pension Benefits Effective October 18, 2018 The VA has a pension benefit to help certain financially eligible wartime veterans or spouses of deceased veterans. This pension benefit has come to be known as the Aid and Attendance Award. The VA has recently published proposed changes in […]
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