Estate Planning for Young Adults in Indiana

It is that time of year again. Graduation, open houses, and sending the next group of young adults out into the world. College, trade school, entering the working world—there are so many decisions to make. One item that often gets overlooked for young adults is the need for Estate Planning. You might think, “Why would a young adult who just … Read More

25 Years of Planning Ahead: Indiana Estate & Elder Law Marks Major Milestone

Image of the elder law and estate planning team at Indiana Estate & Elder Law.

Indiana Estate & Elder Law is celebrating its 25th year of guiding Indiana families through the legal decisions that shape their futures and protect the people they love. The firm helps clients create and maintain effective estate plans, navigate long-term care needs, and manage probate and post-death administration. They also work with business and farm owners to ensure their life’s … Read More

Understanding Indiana Medicaid: Five-Year Lookback and Gifting Rules

By: Lisa Burris, Director of Medicaid A Strategic Guide to Protecting Assets While Maintaining Medicaid Eligibility in Indiana Planning for long-term care is one of the most important—and often misunderstood—areas of elder law. In Indiana, Medicaid eligibility is governed by strict financial rules designed to prevent individuals from giving away assets simply to qualify for benefits. At the center of … Read More

Durable Power of Attorney: The Financial Essentials

Financial planning: calculator, piggy bank and money.

A Durable Power of Attorney is one of the most valuable tools a person can utilize during their lifetime. Whether you face a sudden health crisis, an extended hospital stay, or simply find yourself unable to manage your finances during a critical period like tax season, a properly executed Durable Power of Attorney ensures that someone you trust can step … Read More

Trust Funding: Why the Box Must be Filled

By: Samantha Banks [Trust Funding] Many people believe that once they sign their trust documents, their estate plan is complete. However, signing your trust documents is only the beginning. One of the most common (and costly) estate planning mistakes is failing to properly fund a trust after it’s signed. An unfunded trust can completely defeat the purpose of having one! … Read More

Choosing the Right Executor

Overhead image of a neat and clean desk

Written By: Jennifer Rozelle, Indiana Estate & Elder Law [Executor, Trustee] Selecting an Executor or Trustee is one of the most important decisions in estate planning, yet it is often made hastily or based on obligation rather than practicality. The person or institution you choose will handle your finances, navigate family dynamics, and manage legal processes after you’re gone. Here’s … Read More

Indiana Law Firm Offers Scholarships for High School Students

Two people in graduation caps, representing opportunities for scholarships in Indiana for high school seniors.

To support the next generation of leaders in the communities it serves, Indiana Estate & Elder Law has opened applications for its annual college scholarship. Students graduating in 2026 from high schools in Hamilton, Johnson, Parke, and Wabash Counties, where the law firm has offices, are invited to apply for the $1,000 award. Interested students must complete and submit the … Read More

Indiana Probate vs. Non-Probate Assets Explained

A comparison graphic of Indiana estate planning paths: The left side shows the formal probate process with a courthouse and gavel for assets like individual bank accounts and vehicles. The right side shows the non-probate path with a sunrise and trust documents, illustrating how assets like life insurance and living trusts bypass the probate court.

By: Justin Schuhmacher, Owner/Attorney [Probate] Disclaimer: This article is for informational purposes only and does not constitute legal advice. Indiana probate and estate planning laws are complex and subject to change. For advice specific to your situation, please consult with a qualified Indiana attorney. Summary: Understanding the foundation of an Indiana estate plan requires mastering the distinction between probate assets … Read More

New Year’s Resolution: Estate Planning as Your Top Priority

By: Rachael Rode, Attorney [Estate Planning] Summary: Making estate planning the top priority for 2026 is argued to be the most critical New Year’s Resolution. Completing this process protects your wealth, ensures your medical wishes are honored, and secures your family’s future against potential crisis. Key steps include creating a Will, establishing Powers of Attorney, and updating beneficiary designations to … Read More

Estate and Elder Law Firm Expands to Franklin, Ind.

Attendees at the ribbon-cutting ceremony for Indiana Estate & Elder Law’s new office in Franklin, Indiana.

Indiana Estate & Elder Law (IE&EL) celebrated the opening of its newest satellite office in Franklin, Ind., on November 4, 2025, with a ribbon-cutting ceremony and gathering of friends, partners, and colleagues. The new location, in addition to offices in Fishers, Rockville, and Wabash, will allow the law firm to more conveniently serve clients in Johnson County and other areas … Read More