Areas of Practice

Estate Planning

Estate Planning directs where you want your property to go when you pass away. It is essential to speak with a professional to know which strategy will best suit your needs.

Important documents may include:

1. Last Will and Testament

2. Revocable Living Trust

3. Powers of Attorney

Elder Law

The purpose of elder law planning is to prepare aging individuals for financial freedom and autonomy through proper financial planning and long-term care options.

Often, this type of planning includes asset protection strategies to avoid Medicaid spend-down, as well as the Medicaid application process.

Special Needs Planning

A special needs trust lets parents, other family members and other interested parties contribute funds for the benefit of a disabled person, while also enabling him or her to still receive means-tested benefits such as Medicaid and Security Supplemental Income (SSI).

Probate and Settling Estates

Probate is the legal process through which a deceased person's estate is properly distributed to heirs and designated beneficiaries if that individual had a last will and testament or no estate plan in place.

432 S. Emerson Ave. Suite 330 Greenwood, Indiana 46143

9775 Crosspoint Blvd. Suite 121 Indianapolis, Indiana 46256

Tel: (317) 774-3145

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