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Welcome.

We are a law firm dedicated to providing accessible, experienced, compassionate, and excellent advocacy to Indiana individuals and families.

We closely focus on guardianships and guardianship administration, adoptions, estate planning, health care/elder care planning, and probate.  Our practice has been intentionally located in the heart of Broad Ripple Village for nearly twenty years.

We are committed to skilled, holistic representation and exceptional, individualized service and support.

And we are intentional in our creation of a welcoming, yet professional environment for our clients and our community.

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Recent Posts

New Bill Proposes Tax Credit for Contributions to INvestABLE Indiana accounts

ABLE accounts, also known as 529A accounts, allow eligible people with disabilities and their families an easy way to save money (up to a certain threshold) without jeopardizing their benefits for Medicaid and Social Security.

Indiana’s ABLE program (INvestABLE Indiana) was launched in 2017 and we regularly recommend it to our clients with disabilities and their families.

Now, Indiana ABLE Authority and the Treasurer’s office are working to improve the program by the addition of a tax credit.

INvestABLE Indiana accounts currently do not afford the same tax benefits as the CollegeChoice 529 programs, but Senate Bill 559 and House Bill 1350 are before members of the Indiana General Assembly this session. This legislation would correct that dissimilarity and provide contributors of both programs the same tax incentives.

The digest of the language for both introduced bills is as follows:

“ABLE account tax credit. Creates a stand-alone credit for contributions to Indiana ABLE accounts. Provides that a taxpayer is entitled to a credit against adjusted gross income tax equal to the least of: (1) 20% of the amount of the total contributions made by the taxpayer to an account or accounts of an Indiana ABLE 529A savings plan during the taxable year; (2) $1,000; or (3) the amount of the taxpayer’s adjusted gross income tax for the taxable year, reduced by the sum of all allowable credits. Provides that a taxpayer is not entitled to a carryback, carryover, or refund of an unused credit. Provides that a taxpayer may not sell, assign, convey, or otherwise transfer the tax credit. Provides that an account owner of an Indiana ABLE 529A savings plan must repay all or a part of the credit in a taxable year in which any nonqualified withdrawal is made. Provides that a rollover of assets or transfer of assets to an Indiana ABLE 529A account is a qualified withdrawal from a college choice 529 education savings plan.”

We’ll definitely be watching the progress of this bill. And we strongly support any legislation that further incentivizes opportunities for financial literacy and mobility for people with disabilities.

  1. A Benefit for Gigi’s Playhouse, Indianapolis
  2. Happy New Year
  3. Home for the Holidays?
  4. All Access Pass-Providing Additional Benefits for Hoosiers Receiving Medicaid
  5. Thankful for the “Helpers”
  6. Estate Planning for Young Adults
  7. Independence and Autonomy: Supported Decision-Making for People with Disabilities
  8. A Word about Ethics and Elders
  9. News/Community Involvement-Pam’s Party