Seniors and anyone facing long-term healthcare needs should execute certain specific planning documents in addition to traditional estate planning tools like wills and trusts. While we make recommendations based on each client’s individual circumstances and goals, these are some of the documents that should be created to ensure your care and affairs are managed as you wish if you become incapacitated:

• A living will (also called a healthcare directive) to convey your preferences related to medical treatment
• A designation of a healthcare representative you trust to make medical decisions for you
• A designation of a financial power of attorney who will manage your finances

Depending on your situation, we may also recommend trusts and other strategies to help protect your assets and well-being.

Even if traditional estate planning documents like wills, trusts, powers of attorney, healthcare proxies, or living wills haven't been established when you need care, there are still effective strategies within elder law that can be harnessed. These strategies aim to help you qualify for essential benefits, like Medicaid and Medicaid Waivers.

Applying for and securing Medicaid benefits can be a labyrinth of complexities. With our dedicated benefits team, clients discover that "non-eligibility" is rarely a fitting term for their situation. What they needed was seasoned guidance in completing applications, strategically managing asset allocation, and adhering to stringent timelines.

Medicaid discussions can take various turns based on individual needs. Whether you seek assistance with benefits, a waiver, or wish to explore how Medicaid can complement your existing strategy, there is no one-size-fits-all answer. We invite you to schedule a meeting with our Director of Medicaid to assess your unique goals. Your situation demands a personalized solution, and we are eager to guide you toward the options that align with your aspirations.

Securing Medicaid coverage is one piece of a puzzle that may also include Social Security benefits, retirement accounts, Medicare, Veterans’ benefits, and long-term care insurance. Our elder law attorneys and professionals work in coordination with specialists in these areas to ensure a comprehensive plan that protects you and your assets now and in the years to come.

As we age, our capacity to make sound decisions about finances, living arrangements, and care can decline for various reasons. This can be extremely challenging for families, as they work to protect their elder or impaired loved ones while maintaining dignity and respect. In some cases, establishing guardianship of an elder loved one is necessary. When this is the case, our team helps families work through the Indiana guardianship process with pragmatism and compassion, providing peace of mind and security.

At Indiana Estate & Elder Law, our commitment extends beyond estate planning; we aim to be your partners in securing a future that mirrors your vision. Take the first step by engaging in a conversation with our dedicated team, and let's navigate the path to financial security together.

With offices in Fishers, Franklin, Rockville, and Wabash, our Indiana elder law attorneys and professionals serve clients in greater Indianapolis and across Indiana. Learn how we can help your family by calling (317) 863-2030 or completing our online contact form.