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Central Indiana Estate Planning & Elder Law
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Think you got your retirement all figured out? Just to be sure, review these retirement myths to get the real deal on your golden years. You'll probably retire earlier than expected. Although this sounds like a dream, it usually isn't. It's important to be aware of variables such as the... Continue reading
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Look down every once in a while. When we go outside for a walk, we are always told to stay alert and be aware of our surroundings. That is great advice and something that I follow. But as I was on a walk in a neighborhood that was constructed in... Continue reading
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Estate planning is important! And it is even more important when traveling and/or vacationing enter the equation. Think about it – sometimes traveling involves an airplane, long drives, and/or excursions (like parasailing, scuba diving, or hiking) – and most of the time we have precious cargo with us like family... Continue reading
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“What do you mean I can’t see her grades??? – I’m paying the tuition!!” The memory, while a couple of decades in my past, is still clear. My father, in conversation with the Dean of Students at the end of my first semester in college, was astounded to hear that,... Continue reading
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I am a self-diagnosed extreme list maker and goal setter. Sometimes I put something I have already finished on my “to do” list just so I can cross it off. I KNOW some of you reading this and saying to yourself, “I do that too.” As I was looking over... Continue reading
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Our law clerk, Jenny, recently graduated from law school. One of her friends bought her a gift: it was a name plate that she could put on her desk. Instead of her name, it read “Trust me, I’m a Lawyer.” We hear that phrase all of the time in a... Continue reading
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One of the great joys of growing a business is that I get a front row seat to watch young people reach for the stars and find their way in the professional world. Make no mistake, there are plenty of times when the gut-wrenching truth is that not everyone is... Continue reading
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It’s graduation time of year, so I decided to dig out one of my law school graduation presents—my Black’s Law Dictionary for a couple of fancy definitions: Estate: The amount, degree, nature, and quality of a person’s interest in land or other property (your “stuff”). Tax: A monetary charge imposed... Continue reading
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Last week was Teachers Appreciation Week, and I want to take a few minutes to “thank” teachers – both past and current -- but also relate it back to the legal field. “How on earth is Jenny going to do that?” I am sure that is what your subconscious mind... Continue reading
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First of all, thank you to the clever creators of the television show Family Guy, and Twentieth Century Fox Film Corp. for their comical take on our 2nd Amendment’s “Right to Bear Arms.” We’ve heard it all when it comes to guns. Some people love guns. Some people hate guns.... Continue reading
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It seems like every day there is another headline, email or online message shouting “URGENT! CHANGES TO THE LAW!!!” and inviting me to “click here” to discover this new information. The most recent trend seems to center on tax legislation. Let’s be clear … to date, there has been NO... Continue reading
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Have you ever thought about who would make your health care decisions in the event that you could not make them yourself? When you are healthy and enjoying life, it’s not something that we think about. Why? Because we don’t like to think about those situations. We don’t like to... Continue reading
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I often tell clients that I could probably host a day-long “story time” to share things I have seen and come across in my time in this field. Just when you think you have seen it all, something else gets thrown at you. With that said, meet Fred and Wilma.... Continue reading
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Ward and June Cleaver are no longer the symbol of the American family. More adults are deciding to not marry at all and choose to live together as a family without marriage. While there is nothing wrong with this choice, the need for these couples to do estate planning is... Continue reading
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The one constant in life is change. You can count on it. Things change. No matter how hard we try to keep them the same, the inevitable will occur. That includes relationships. Relationships change, usually over time … sometimes long periods of time and sometimes not so long. Sometimes the... Continue reading
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I lost one of my heroes recently. Mary Tyler Moore (Dec. 29, 1936 - Jan. 25, 2017) had a profound impact on my life that I only recently fully realized. In 1970, when I was 5 years old, the Mary Tyler Moore Show premiered, and broke new ground in television.... Continue reading
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I sat at my desk looking at a blank Word document. I was hoping that something would “pop” to write my next blog about. I thought to myself, “Well, I could talk about whether documents are valid in other states. Or I could talk about how the holidays often expose... Continue reading
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We talk about it with clients almost daily … its part of the planning conversation, “Do you wish to be kept alive by artificial means if the effort to sustain life is futile?” Today, I got to look at this issue from a very personal angle, and I’d like to... Continue reading
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Happy holidays everyone! No, I’m not asking anyone to give someone an estate plan this time of year. However, the topic comes up quite a bit around the end of year as families get together, and as we age (and those around us do, too), it’s natural for estate planning... Continue reading
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Probate is a word that is often tossed around quite casually. As a result, there is an immense amount of inaccurate information “out there” which causes an immense amount of confusion. What a vicious cycle! Let us start with figuring out what probate actually is. What is Probate? Probate is... Continue reading
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The Problem with Facts Don’t worry! This has nothing to do with politics, the upcoming elections, or anything related to these topics. After all, we can’t turn on the TV or grab a newspaper without being bombarded with such headlines. This is about a story I came across published online... Continue reading
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Meet Floyd and Mildred. Floyd and Mildred are our two Basset Hounds. In fact, I often refer to them as “fur children” because I can’t imagine not living with their stubbornness (i.e. the eyerolls), howls, and squirrel-chasing. They are, all kidding aside, an absolute joy in my life. I often... Continue reading
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Some of you likely know that Mark & I have always loved dogs, and share our home with Wilbur and Willow, rescues from a shelter. We recently adopted a young lab/shar pei mix named Wrigley who has been challenging us to remember how to train a puppy! We’re mostly relieved... Continue reading
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How does a former deputy prosecutor turned stay at home mom become an Estate Planning and Elder Law Attorney? That’s a really good question and one that I have been asked a lot lately since I have joined my fellow attorneys again in the practice of law. We have all... Continue reading
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People create Trusts for a multitude of reasons. In my world, contrary to the stereotypical “Trust Fund Baby” phrase, most of them are not the super affluent. In fact, they are just like you and me. Regardless of whether an individual creates a Will or Trust, he/she has the ability... Continue reading