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Barrett McNagny LLP is pleased to announce that Brian J. Downey has joined the firm. Mr. Downey will focus his practice in the areas of estate planning and

Medicare and Medicaid are two different government programs for healthcare. It is important to understand the difference between them.

Two very common tools for a complete and thorough estate plan are a Power of Attorney and an Appointment of Health Care Representative. While neither is the focal point for most people’s estate plan, they are both necessary to a complete estate plan, and are tools to provide an individual with the comfort of knowing that, in the event of their incapacity, they are in good hands.

Barrett McNagny LLP announces that Jordan R. Spence has joined the firm. Mr. Spence will concentrate his practice in the area of estate planning and administration.

The Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE”) makes several significant changes to individual retirement accounts (“IRAs”) and retirement plans and how they must be treated after the death of the retirement account owner.

There are times when a beneficiary of an estate or trust may want to challenge the terms of the will or trust. In order to avoid a challenge, the will or trust may include a “no contest” provision.

Trisha J. Paul was a presenter at the 2019 Year in Review seminar presented by the Indiana Continuing Legal Education Forum on December 12 and 13, 2019. Ms. Paul presented on the second day of the seminar and discussed recent developments in estate planning.

Trisha J. Paul was a presenter at the 2018 Year in Review seminar presented by the Indiana Continuing Legal Education Forum on December 4 and 5, 2018.

Philip A. Wagler was one of the presenters at the Allen County Bar Association’s continuing legal education course titled “Estate & Probate 101” in October 2018.

What if you created an irrevocable trust years ago that does not work today?

On December 22, 2017, the President signed the Tax Cuts and Jobs Act of 2017 (the “Act”), which has a significant effect on federal tax laws.

Estate planning questions are always common and are important to consider with an estate planning attorney. Contact Barret McNagny and plan your estate today.