Happy New Year!

Happy New Year to you and yours!

Here’s to eating clean, moving more, being more intentional with time, and getting those little ducks in a row.

We usually get a deluge of estate planning inquiries in January as people make good on those resolutions.

Let us know if we can help.
(We’ll provide the caffeine.)

Home for the Holidays?

Planning travels to see family in the coming weeks?

In between cookie baking and movie marathons, many clients have shared that these visits are a good time to take stock of any changes in an elder loved one’s health, appearance, or environment.

If you notice changes during your visit, try to gently assess the circumstances while you’re together to determine if help is needed.

We’re here to serve as an elder law resource, but we’re also happy to serve as “connectors” to other community resources for your family.

Safe travels and warm wishes during your holiday season . . .

Calling all Generous Gift-Givers!

Calling all generous gift-givers!

Are you considering gifting cash, stocks, or property to loved ones this holiday season?  If so, then you’ll definitely want to know that the annual gift tax exclusion for 2018 is rising from $14,000 (where it has been for the past five years) to $15,000.

This means that anyone who gives away $15,000 or less to anyone other than their spouse doesn’t have to report the gift or gifts to the IRS (though you’ll still have to file a gift tax return).

With the increase in the gift tax, the amount you can give to an ABLE account. (INvestABLE Indiana) is also increasing to $15,000. ABLE accounts allow people with disabilities and their families to save money in designated accounts for disability related expenses without jeopardizing their eligibility for Medicaid, Supplemental Security Income (SSI), and other government benefits.

There are so many ways to create a legacy of generosity.

Let us know if we can help.


 

News/Community Involvement

As an extension of her law practice, Stasia regularly performs at musical events benefitting local organizations who support elders and individuals with special needs.

“Pam’s Party: A Joy’s House Open House” will be held on the evening of Thursday, July 27th @ 6:30pm at Joy’s House in Broad Ripple Village. It’s a celebration to honor caregivers and Guest/potential new Guests.

This open house is free to attend, but you may wish to bring cash for supper and activities, which will be available for purchase.

Hope to see you there!

 

Signed, Sealed Delivered-the Future of Executing Estate Planning Documents

Signed, sealed, and delivered.

One of our wonderful clients just presented us with a new sushi pen for our ever-expanding collection when he signed his estate planning documents this week.

Signed,Sealed,Delivered

But will we always need our fancy and fun pens for this job? Maybe not.

The Indiana Legislature is currently considering a bill that would allow the electronic signature of estate planning documents.

This bill is the topic of hot debate at the moment. Online legal providers such as LegalZoom are focusing on the convenience aspect.

Other practitioners (us included) see some potential benefits, but are concerned with the very real possibility of undue influence and potential difficulties with ensuring proper and personalized drafting/witnessing/execution of documents, especially for our most vulnerable clients..

What do you think of electronic execution of estate planning documents? Opportunity? Headache? Or both?

March is Disability Awareness Month

Did you know that slightly more than 19 percent of Indiana’s population is represented by adults and kids with disabilities?

March is Disability Awareness Month in Indiana and we’re especially appreciative of this year’s campaign theme- “I’m Not Your Inspiration.”

Often, people with disabilities who are successful, athletic, employed, or simply good neighbors are put in the spotlight as inspiration to others.   This year’s campaign theme emphasizes that people with disabilities are people first-people who want to be fully included in their communities, just like everyone else.

You can learn more about Disability Awareness Month here.

Questions about planning for your loved one with disabilities?

We can help.

disability awareness month

Calling all Collectors!

Stamps.  Snow globes.  Clocks.

Many of our estate planning clients collect all sorts of curious and wonderful things!

We have worked with clients to make gifts of antique train sets, beloved comic books, or artwork.

Some of these items have significant monetary value or are historical artifacts that eventually end up in museum collections.  Others are priceless because of the stories and sentimental value behind them.

What is precious to you?  How can we help you to create a legacy of generosity?

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The Wisdom of the Aged (and why we love what we do.)

One of the best things about elder law is that it gives us the opportunity to forge relationships (and learn valuable lessons) from some very wise elders.

While some of our conversations do center around planning for the eventuality of illness, death, or loss, an equal amount of time is often devoted to the legacies of love, connection, accomplishment, and meaning.

We learn so much in the process of helping.

We love this quote from this recent New York Times article:

” A paradox of old age is that older people have a greater sense of well-being than younger ones — not because they’re unreservedly blissful, but because they accept a mixture of happiness and sadness in their lives, and leverage this mixture when events come their way. They waste less time on anger, stress and worry.”

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Speaking of Grief . . .

Much of our practice is devoted to elder care planning, estate planning, probate, and guardianships.  This means that we are regularly invited into tender conversations about transitions, grief, and loss.

We are well-equipped to help with the legal implications that accompany these transitions.  But we are also grateful to be able to offer other resources to families.

Have you ever wondered what to say to a person who is grieving?

Therapist, Brooke Randolph, LMHC, recently shared this blog post with us, which offers some practical insights into ways that you can support a friend or loved one who is grieving.

No one is intended to navigate these types of hardships alone and, while a team of loved ones might provide emotional and spiritual support and nourishment, a thoughtfully assembled group of professionals can help too.

Showing up for a friend who is grieving is vitally important, even if you’re not quite sure what to say.

grief

 

Happy New Year!

Happy New Year to you and yours!

Here’s to eating clean, moving more, being more intentional with time, and getting those little ducks in a row.

We usually get a deluge of estate planning inquiries in January as people make good on those resolutions.

Let us know if we can help.

happy new year