Estate Planning

 14 Most Common Reasons For Estate Planning
  1. Designate who will manage your affairs if you become disabled and when you pass away.
  2. Plan for Medicaid and its impact on your estate if you must go into a nursing home.
  3. Avoid probate during your lifetime and when you pass away
  4. Protect children from a prior marriage if you pass away first.
  5. Protect assets inherited by your heirs from lawsuits, divorces and other claims.
  6. Impose discipline upon children (and/or grandchildren) who may not be capable or experienced in managing money.
  7. Provide for special needs children and grandchildren.
  8. Insure that a specific portion of your estate actually gets to grandchildren, charities, etc.
  9. Protect a portion of your estate if you pass away first and your surviving spouse remarries.
  10. Address different needs of different children.
  11. Prevent or discourage challenges to your estate plan.
  12. Reward/encourage heirs who make smart life decisions, and prevent the depletion of your estate from those who do not make smart choices.
  13. Assure an education for children/grandchildren, despite what they (or their parents) dream of doing with the inheritance.
  14. "Brady-Bunch" family estate planning: assure the step-parent doesn't spend your children's inheritance and/or provide for a spouse without sacrificing the intended legacy for children of a prior marriage.

Let Me Assist You In Planning For Your End Of Life Concerns

Planning for your long term care needs and death is a difficult task.  Mary has worked in nursing homes and is acutely aware of the needs of the elderly.  Let her assist you in preparing necessary documents to keep you as independent as you can be and to honor your wishes upon your death.

Mary is a member of the National Academy of Elder Law Attorneys.     

                                 


Mary J. Hoeller is a registered nurse and attorney who practices in the area of civil litigation for 26 years. She has trained in family mediation, eldercare mediation, civil mediation and foreclosure mediation. She practices in the area of Elder Law, estate planning, wills, power of attorneys, advance directives, living wills, health care directives, business litigation, real estate and medical negligence. Her mediation practice focuses on pre-divorce, divorce, foreclosure and eldercare issues.

Mary practices in the State and Federal courts of Indiana including Marion, Hendricks, Hancock, Boone, Hamilton, Morgan, Johnson and Shelby counties.



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