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Latest Articles

June 9, 2020

IRAs and Medicaid in Indiana Bad News for Married Couples

IRAs and Medicaid in Indiana Bad News for Married Couples The Indiana Medicaid Office has announced they will postpone the implementation of a drastic change to the Medicaid rules regarding retirement assets of a Community Spouse, set to occur on July 1, 2020. On March 26, 2020, the Indiana Family […]
May 21, 2020

Advance Care Planning in Indiana and COVID-19

Advance Care Planning in Indiana and COVID-19 COVID-19 usually starts with a fever and a dry cough. You suddenly can’t breathe and your chest feels like a vise has encircled you. You find yourself in the intensive care unit on a respirator and unable to communicate. You have no advance […]
April 13, 2020

Where There’s (Not) a Will, There’s a Way

Where There’s (Not) a Will, There’s a Way It is a fact of life that most people delay doing their estate planning. No one wants to think about wills, trusts, and end-of-life planning, much less take the time to have these difficult conversations with a lawyer. But the current coronavirus […]
April 3, 2020

Coronavirus Stimulus Payments

Coronavirus Stimulus Payments The new CARES Act became law on March 27, 2020.  This law provides direct payments to many elderly and disabled Hoosiers to be made in April 2020.  Our firm will update this article on our website at as information becomes available. Commonly Asked Questions: Question:  I […]
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 […]
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