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Even vampires need an estate plan!

While vampires aren’t good candidates for life insurance and probably don’t need an Advance Healthcare Directive (after all, their wounds seem to heal quickly and they never end up in the hospital), they should have a Power of Attorney to allow Mrs. Dracula or Dracula Jr. to manage finances just in case they need to take an extended trip.

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April Grunden
Medicaid and the BPHC program

A special program is available to assist in coordinating healthcare services for persons with mental health issues. The Behavioral & Primary Healthcare Coordination program has a higher income limit and no asset limit.

The BPHC program can include coordinating logistical support, advocacy and education to assist individuals in navigating the healthcare system and activities that help recipients gain access necessary to manage their physical and behavioral health conditions.

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April Grunden
New service allows for greater long-term investments

A new program is now available that provides tax-advantaged savings accounts for people with disabilities and their families, which means that any income earned by account beneficiaries (i.e., the account owner) is not taxed. Grunden Law Office cares about our clients, especially those who have additional challenges to overcome. That is why the rolling out of Indiana’s new ABLE account is so exciting for state residents.

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Indiana Medicaid changes policy on funeral purchases

The Indiana Family and Social Services Administration (“FSSA”) has made significant changes limiting the exemption for the purchase of funerals for immediate family members.   Previously, FSSA allowed the purchase of funeral trusts for an applicant’s children and their spouses, following FSSA v. Culley, where the Court of Appeals found that Mrs. Culley did not make a violative transfer when she purchased funerals (caskets and all) for her son and daughter and their spouses.

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Tapestry 2017 Event

Recently, our team participated in Tapestry 2017, held at the Memorial Coliseum, where Ann Curry as the featured speaker. This annual event raises funds for IPFW scholarships while celebrating the fabric of women in a day of inspiration, renewal and education. Grunden Law Office was honored to be present at the event and enjoyed meeting all sorts of fun and fabulous women in our photo booth! 

Check out all the beautiful smiles we captured during our day!

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April Grunden
The Sandwich Generation: Balancing Responsibilities

As a law firm that provides estate planning and elder law services, we work with a lot of people who are members of the Sandwich Generation. This is a term that describes middle-aged individuals who are faced with the prospect of caring for their aging parents while they simultaneously continue to raise their children.

The baby boomers are now reaching retirement age, with about 10,000 people applying for Social Security every day. According to the United States Department of Health and Human Services, the majority of people who reach the age of 65 will someday require help with their activities of daily living. This phenomenon is fueling the growth of the Sandwich Generation, and we assist clients who are looking for solutions.

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April Grunden
E-Filing changes bring about litany of questions

Recently, Allen County began participating in a state mandate for e-filing requirements. This has created some questions on what to do with certain documents, including an original Last Will and Testament previously filed with the court when opening an Estate.

According to an article published by The Indiana Lawyer (www.theindianalawyer.com), the final stop for a Last Will and Testament in the e-filing era depends on where in Indiana an estate is opened and what the local probate court demands, at least for now. Within our office, Grunden Law has established a process to not only record receipt of an original will, but also document how the will is being kept.

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It's Midnight....Do you know where your Trustee is?

Many of us have revocable living trusts set forth for children and loved ones. Others have special needs trusts, irrevocable trusts, IRA trusts, and other tax strategy trusts. You may recall a discussion when these were established as to whether you should name a bank or other financial institution or someone you know to serve as trustee once you are gone. Can you answer these questions?

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