Jenny Rozelle
@jennyrozelle.bsky.social
Estate & Elder Law Attorney / Owner of Indiana Estate & Elder Law. ⚖️ Not legal advice. 🚨 Host of Legal Tea Podcast. 🎧 Live on a cattle farm. 🐮
Your friendly elder law attorney friend (me) begs you to include paying for / affording long-term care as part of your financial and estate plan.
These are wild stats about long-term care:
▫️ 70% of adults aged 65 years and older will require long-term care at some point.
▫️ The average length of stay in long-term care is 3.2 years.
▫️ Just over 20% of residents will require care for 5 years or longer.
▫️ 70% of adults aged 65 years and older will require long-term care at some point.
▫️ The average length of stay in long-term care is 3.2 years.
▫️ Just over 20% of residents will require care for 5 years or longer.
December 9, 2024 at 12:13 AM
Your friendly elder law attorney friend (me) begs you to include paying for / affording long-term care as part of your financial and estate plan.
These are wild stats about long-term care:
▫️ 70% of adults aged 65 years and older will require long-term care at some point.
▫️ The average length of stay in long-term care is 3.2 years.
▫️ Just over 20% of residents will require care for 5 years or longer.
▫️ 70% of adults aged 65 years and older will require long-term care at some point.
▫️ The average length of stay in long-term care is 3.2 years.
▫️ Just over 20% of residents will require care for 5 years or longer.
December 9, 2024 at 12:13 AM
These are wild stats about long-term care:
▫️ 70% of adults aged 65 years and older will require long-term care at some point.
▫️ The average length of stay in long-term care is 3.2 years.
▫️ Just over 20% of residents will require care for 5 years or longer.
▫️ 70% of adults aged 65 years and older will require long-term care at some point.
▫️ The average length of stay in long-term care is 3.2 years.
▫️ Just over 20% of residents will require care for 5 years or longer.
We’re just not going to talk about the Butler basketball game versus Houston last night… 😬
Instead, here’s a fun picture (from last night) of us + some friends — last time we were with them, we were all in Germany. So, it was fitting to go to @RathskellerIndy for dinner!
Instead, here’s a fun picture (from last night) of us + some friends — last time we were with them, we were all in Germany. So, it was fitting to go to @RathskellerIndy for dinner!
December 8, 2024 at 2:10 PM
We’re just not going to talk about the Butler basketball game versus Houston last night… 😬
Instead, here’s a fun picture (from last night) of us + some friends — last time we were with them, we were all in Germany. So, it was fitting to go to @RathskellerIndy for dinner!
Instead, here’s a fun picture (from last night) of us + some friends — last time we were with them, we were all in Germany. So, it was fitting to go to @RathskellerIndy for dinner!
The holidays typically involve getting together with and being around aging family members (i.e. parents, grandparents, etc.).
Here are a few dos and don’ts about discussing estate planning with them during the holiday season…
🧵
Here are a few dos and don’ts about discussing estate planning with them during the holiday season…
🧵
December 6, 2024 at 3:57 PM
The holidays typically involve getting together with and being around aging family members (i.e. parents, grandparents, etc.).
Here are a few dos and don’ts about discussing estate planning with them during the holiday season…
🧵
Here are a few dos and don’ts about discussing estate planning with them during the holiday season…
🧵
When is the last time you reviewed your estate plan?
Here are some things that may necessitate changes to your plan:
- Changes in assets
- New or sold assets
- Births
- Adoptions
- Deaths
- Receive an inheritance
- Divorces
- Marriages
- Move to a new state
Here are some things that may necessitate changes to your plan:
- Changes in assets
- New or sold assets
- Births
- Adoptions
- Deaths
- Receive an inheritance
- Divorces
- Marriages
- Move to a new state
December 5, 2024 at 1:56 AM
When is the last time you reviewed your estate plan?
Here are some things that may necessitate changes to your plan:
- Changes in assets
- New or sold assets
- Births
- Adoptions
- Deaths
- Receive an inheritance
- Divorces
- Marriages
- Move to a new state
Here are some things that may necessitate changes to your plan:
- Changes in assets
- New or sold assets
- Births
- Adoptions
- Deaths
- Receive an inheritance
- Divorces
- Marriages
- Move to a new state
One of the joys of owning and managing a business with my spouse is that I’ll frequently talk to professionals, clients, prospects, etc. who will RAVE about him to me. Since we have different last names, they usually have no idea we’re married.
cookie monster holding a red heart in front of his face
ALT: cookie monster holding a red heart in front of his face
media.tenor.com
December 4, 2024 at 11:47 PM
One of the joys of owning and managing a business with my spouse is that I’ll frequently talk to professionals, clients, prospects, etc. who will RAVE about him to me. Since we have different last names, they usually have no idea we’re married.
Recently read the book (for the first time).
Never watched the movie — so let’s change that too!
Never watched the movie — so let’s change that too!
December 1, 2024 at 11:32 PM
Recently read the book (for the first time).
Never watched the movie — so let’s change that too!
Never watched the movie — so let’s change that too!
The elder law attorney in me wants to remind y’all that winter and the cold are typically really hard on seniors and older folks.
Consider helping family, friends, and neighbors this time of year. Here are a few practical ideas:
Consider helping family, friends, and neighbors this time of year. Here are a few practical ideas:
December 1, 2024 at 6:33 PM
The elder law attorney in me wants to remind y’all that winter and the cold are typically really hard on seniors and older folks.
Consider helping family, friends, and neighbors this time of year. Here are a few practical ideas:
Consider helping family, friends, and neighbors this time of year. Here are a few practical ideas:
People fight over money in estates all the time, but I have seen people fight over things like:
- Mom's jewelry
- Dad's guns
- Grandma's (low mileage) car
- Grandpa's (rusty old) truck
- Mom's holiday decorations
- Dad's tools
- Grandma's bedroom furniture
- Grandpa's coins
- Mom's jewelry
- Dad's guns
- Grandma's (low mileage) car
- Grandpa's (rusty old) truck
- Mom's holiday decorations
- Dad's tools
- Grandma's bedroom furniture
- Grandpa's coins
November 30, 2024 at 3:38 PM
People fight over money in estates all the time, but I have seen people fight over things like:
- Mom's jewelry
- Dad's guns
- Grandma's (low mileage) car
- Grandpa's (rusty old) truck
- Mom's holiday decorations
- Dad's tools
- Grandma's bedroom furniture
- Grandpa's coins
- Mom's jewelry
- Dad's guns
- Grandma's (low mileage) car
- Grandpa's (rusty old) truck
- Mom's holiday decorations
- Dad's tools
- Grandma's bedroom furniture
- Grandpa's coins
Since I’m in the business of talking about incapacity and dying, I might as well be the one that reminds y’all of this.
Whoever you spend the holidays with, remember that they won’t be around forever.
Just … enjoy the time together.
Whoever you spend the holidays with, remember that they won’t be around forever.
Just … enjoy the time together.
November 27, 2024 at 11:46 PM
Since I’m in the business of talking about incapacity and dying, I might as well be the one that reminds y’all of this.
Whoever you spend the holidays with, remember that they won’t be around forever.
Just … enjoy the time together.
Whoever you spend the holidays with, remember that they won’t be around forever.
Just … enjoy the time together.
More law schools should offer an evening program.
The seven of us below went through (read: survived) an evening program while working full-time. On top of working, some were married and/or had children.
I’ll forever be an advocate for this type of program for many, many reasons like:
The seven of us below went through (read: survived) an evening program while working full-time. On top of working, some were married and/or had children.
I’ll forever be an advocate for this type of program for many, many reasons like:
Seven lawyers play a board game…
All parties emerged unscathed.
All parties emerged unscathed.
November 25, 2024 at 12:21 AM
More law schools should offer an evening program.
The seven of us below went through (read: survived) an evening program while working full-time. On top of working, some were married and/or had children.
I’ll forever be an advocate for this type of program for many, many reasons like:
The seven of us below went through (read: survived) an evening program while working full-time. On top of working, some were married and/or had children.
I’ll forever be an advocate for this type of program for many, many reasons like:
Seven lawyers play a board game…
All parties emerged unscathed.
All parties emerged unscathed.
November 25, 2024 at 12:20 AM
Seven lawyers play a board game…
All parties emerged unscathed.
All parties emerged unscathed.
Little father-daughter time for the @ButlerMBB game last night! 💙
Unprompted, he asked, “So what are the odds you will be kicked out when UConn and Dan Hurley come to Hinkle?”
Unprompted, he asked, “So what are the odds you will be kicked out when UConn and Dan Hurley come to Hinkle?”
November 23, 2024 at 6:11 PM
Little father-daughter time for the @ButlerMBB game last night! 💙
Unprompted, he asked, “So what are the odds you will be kicked out when UConn and Dan Hurley come to Hinkle?”
Unprompted, he asked, “So what are the odds you will be kicked out when UConn and Dan Hurley come to Hinkle?”
Estate planning is not just about “putting a Will together.”
Rather, it involves the estate documents + how you own assets + how beneficiary designations are setup + what you’re trying to accomplish (goals).
Rather, it involves the estate documents + how you own assets + how beneficiary designations are setup + what you’re trying to accomplish (goals).
November 22, 2024 at 3:43 PM
Estate planning is not just about “putting a Will together.”
Rather, it involves the estate documents + how you own assets + how beneficiary designations are setup + what you’re trying to accomplish (goals).
Rather, it involves the estate documents + how you own assets + how beneficiary designations are setup + what you’re trying to accomplish (goals).
A helpful resource for folks in Indiana:
@IndyBar routinely hosts "Free Wills Clinics" for low income and low asset individuals. They define that as those who have an income level at or below 250% Federal Poverty Guidelines.
The next one is on December 10th.
@IndyBar routinely hosts "Free Wills Clinics" for low income and low asset individuals. They define that as those who have an income level at or below 250% Federal Poverty Guidelines.
The next one is on December 10th.
November 22, 2024 at 3:42 PM
A helpful resource for folks in Indiana:
@IndyBar routinely hosts "Free Wills Clinics" for low income and low asset individuals. They define that as those who have an income level at or below 250% Federal Poverty Guidelines.
The next one is on December 10th.
@IndyBar routinely hosts "Free Wills Clinics" for low income and low asset individuals. They define that as those who have an income level at or below 250% Federal Poverty Guidelines.
The next one is on December 10th.
There are so many wild estate and inheritance stories out there.
Some are due to bad estate planning.
Some are due to bad people.
Some are due to bad advice.
Some are due to bad estate planning.
Some are due to bad people.
Some are due to bad advice.
November 21, 2024 at 7:17 PM
There are so many wild estate and inheritance stories out there.
Some are due to bad estate planning.
Some are due to bad people.
Some are due to bad advice.
Some are due to bad estate planning.
Some are due to bad people.
Some are due to bad advice.
I’m not not a snow person. ❄️
Beautiful morning in central Indiana!
Beautiful morning in central Indiana!
November 21, 2024 at 1:48 PM
I’m not not a snow person. ❄️
Beautiful morning in central Indiana!
Beautiful morning in central Indiana!
Sports betting. 💵
Many people have lost a lot of money on it and many people have become addicted to it.
In fact…
I have a client who reduced their child’s inheritance due to it. The parents intervened. It was unsuccessful. Child has lost $25,000 so far in 2024 (that the parents know about).
Many people have lost a lot of money on it and many people have become addicted to it.
In fact…
I have a client who reduced their child’s inheritance due to it. The parents intervened. It was unsuccessful. Child has lost $25,000 so far in 2024 (that the parents know about).
November 20, 2024 at 7:14 PM
Sports betting. 💵
Many people have lost a lot of money on it and many people have become addicted to it.
In fact…
I have a client who reduced their child’s inheritance due to it. The parents intervened. It was unsuccessful. Child has lost $25,000 so far in 2024 (that the parents know about).
Many people have lost a lot of money on it and many people have become addicted to it.
In fact…
I have a client who reduced their child’s inheritance due to it. The parents intervened. It was unsuccessful. Child has lost $25,000 so far in 2024 (that the parents know about).
Some of the hardest conversations I have with clients involve disinheriting children in their estate plan.
It is usually incredibly painful for them to discuss it. It's certainly not fun for me either.
It is usually incredibly painful for them to discuss it. It's certainly not fun for me either.
November 19, 2024 at 9:15 PM
Some of the hardest conversations I have with clients involve disinheriting children in their estate plan.
It is usually incredibly painful for them to discuss it. It's certainly not fun for me either.
It is usually incredibly painful for them to discuss it. It's certainly not fun for me either.
Within the last year, my husband and I switched our financial advisor as well as our CPA. Both professionals were friends of ours — and were doing an okay job.
It was obvious it was time to move on and move up.
It was obvious it was time to move on and move up.
November 16, 2024 at 6:10 PM
Within the last year, my husband and I switched our financial advisor as well as our CPA. Both professionals were friends of ours — and were doing an okay job.
It was obvious it was time to move on and move up.
It was obvious it was time to move on and move up.
Had a prospective client call yesterday to get an estate plan done because she's going on vacation ... next week.
Most law firms are not going to be able to accommodate requests like this.
If you want an estate plan prior to leaving on a trip, get started *at least* 2-3 weeks prior to departure.
Most law firms are not going to be able to accommodate requests like this.
If you want an estate plan prior to leaving on a trip, get started *at least* 2-3 weeks prior to departure.
November 16, 2024 at 5:28 PM
Had a prospective client call yesterday to get an estate plan done because she's going on vacation ... next week.
Most law firms are not going to be able to accommodate requests like this.
If you want an estate plan prior to leaving on a trip, get started *at least* 2-3 weeks prior to departure.
Most law firms are not going to be able to accommodate requests like this.
If you want an estate plan prior to leaving on a trip, get started *at least* 2-3 weeks prior to departure.
Don't let the sometimes-hard decisions involved in creating an estate plan be an excuse to not get a plan done at all.
I've crafted some really cool estate plans after the client and I spent time spitballing ideas. 👌
I've crafted some really cool estate plans after the client and I spent time spitballing ideas. 👌
November 15, 2024 at 7:11 PM
Don't let the sometimes-hard decisions involved in creating an estate plan be an excuse to not get a plan done at all.
I've crafted some really cool estate plans after the client and I spent time spitballing ideas. 👌
I've crafted some really cool estate plans after the client and I spent time spitballing ideas. 👌
This week, my firm had four same sex couples reach out to start the process of getting their estate plan done.
That's not the norm.
The firm's tagline is: Peace of mind starts here.
We mean that - and not just for some groups of people. For everyone. 🫶
That's not the norm.
The firm's tagline is: Peace of mind starts here.
We mean that - and not just for some groups of people. For everyone. 🫶
November 15, 2024 at 1:16 PM
This week, my firm had four same sex couples reach out to start the process of getting their estate plan done.
That's not the norm.
The firm's tagline is: Peace of mind starts here.
We mean that - and not just for some groups of people. For everyone. 🫶
That's not the norm.
The firm's tagline is: Peace of mind starts here.
We mean that - and not just for some groups of people. For everyone. 🫶
A "Living Will" and "Last Will and Testament" are different documents.
We get phone calls from prospects that say they want to "update their Living Will" and really mean their Last Will and Testament.
🏥 Living Will = End-of-life health care document
🪦 Last Will and Testament = Post-death document
We get phone calls from prospects that say they want to "update their Living Will" and really mean their Last Will and Testament.
🏥 Living Will = End-of-life health care document
🪦 Last Will and Testament = Post-death document
November 15, 2024 at 1:04 AM
A "Living Will" and "Last Will and Testament" are different documents.
We get phone calls from prospects that say they want to "update their Living Will" and really mean their Last Will and Testament.
🏥 Living Will = End-of-life health care document
🪦 Last Will and Testament = Post-death document
We get phone calls from prospects that say they want to "update their Living Will" and really mean their Last Will and Testament.
🏥 Living Will = End-of-life health care document
🪦 Last Will and Testament = Post-death document
This client landed in my office after an absolutely tragic thing happened to their family.
I was brought in by a personal injury attorney to help with creating a Trust.
It was incredibly important to me that we, the lawyers, didn’t make the already-awful situation worse.
Mission accomplished. ❤️🩹
I was brought in by a personal injury attorney to help with creating a Trust.
It was incredibly important to me that we, the lawyers, didn’t make the already-awful situation worse.
Mission accomplished. ❤️🩹
November 14, 2024 at 7:20 PM
This client landed in my office after an absolutely tragic thing happened to their family.
I was brought in by a personal injury attorney to help with creating a Trust.
It was incredibly important to me that we, the lawyers, didn’t make the already-awful situation worse.
Mission accomplished. ❤️🩹
I was brought in by a personal injury attorney to help with creating a Trust.
It was incredibly important to me that we, the lawyers, didn’t make the already-awful situation worse.
Mission accomplished. ❤️🩹