WILLS

The administration of a will has a level of monitoring by the Court.  When heirs are not trusting of each other, court supervision may be desirable because the Executor will need to prepare an Inventory of all assets owned solely by the decedent at death.  At the end of the administration, the Executor will have to satisfy the Court &/or heirs that assets have been distributed pursuant to the terms of the Will.

TRUSTS

With a trust, you put your assets in the name of the trust and then you or another person you choose manages those “trust assets”. At your death, the Trustee will administer the trust assets pursuant to the terms of the trust. The responsibilities of the Trustee and his obligation to the beneficiaries will be clearly identified. Unlike probate, the trust is generally private and not supervised by the Court.

Timmel Associates is here to help you protect the proper transfer of your assets to those you love.

Consider

Let us tailor a plan for your family’s future.

At Timmel Associates we consider more than just the bottom line of your assets when setting up your plan to maximize the options available to pay for your care as circumstances change. Some plans involve estimating the cost of care for a projected number of months and identifying the source of payment.

Consider

• Did your ancestors need assistance with activities of daily living in their last months/years of life?
• Will family member or friends be available and reliable to help with care?
• Do you need to preserve assets for a spouse or disabled child?

We can help you protect your assets and loved ones.

Where do they go?
What do they do?
How do they pay?

We listen every day to relatives of individuals who are going to be discharged from a hospital, but are not well enough to return home.

Our clients live in or are relocating to Kentucky and Indiana – states which each have very different Medicaid rules. Many of our clients have family and friends in both states. So, when they leave the nursing home they frequently have questions: Where do they go? What do they do? How do they pay?

We are qualified to discuss the pros and cons of deciding if, all facts considered, one state is the better choice in order to qualify for Medicaid. Timing of this decision is especially critical for a married couple.

While families attend to the needs of their loved ones in need of long term care, we guide them through the many steps necessary to create a plan that may also protect assets for the spouse, a disabled child, or other family members still living in the community, while maximizing financial and care opportunities.

Consider

• How critical is the price of long term care?
• What locations are preferred for long term care services?
• Do you have long term care insurance to help with the cost of care?

Timmel Law will help you navigate these vital decisions.

As attorneys certified to practice by the Veterans Administration and daughters of veterans, we are honored to consult with veterans and their families to explore eligibility for benefits through the VA.

The Aid & Attendance Pension is the non-service related benefit most frequently requested by our clients because it helps the family afford to keep the veteran at home with qualified help for a longer time. Additionally, it may be easier to qualify for than Medicaid.

More importantly, we know how to qualify for the benefit without interfering with the possible need for Medicaid assistance in a long term care facility.

Timmel Associates would count it a privilege to help you and your loved ones explore your VA benefit eligibility. Please give us a call so we can help you gain the VA benefits you so richly deserve.

We can help you gain the VA benefits you so richly deserve.

If you don’t have legal documents – you need them.

If you are injured or have a serious illness, who will make medical decisions for you and who makes financial decisions to manage your stuff and pay your bills?
Maybe you simply need to update your current documents.
At Christmas 2016, Peggy gave her 20-something nieces and nephews Powers of Attorney and Health Care Directives with Living Will provisions as gifts, showing just how important we think it is for everyone to have these documents.

Make an appointment to prepare or update your estate planning documents!

Join us!

REGISTER NOW for one of our upcoming FREE educational workshops.

We now have non-contact options.  Contact the office at (812) 590-2771 to schedule.

Indiana Workshops
Timmel Associates – 2733 Charlestown Rd. New Albany, IN
(or as an online video link)

Kentucky Workshops
Central Bank Meeting Room – 9300 Shelbyville Rd. 2nd floor
Louisville, KY (or as an online video link)

We will be happy to arrange a workshop for you.
Group workshops (churches, nursing homes or other groups) may be scheduled at your location upon request.

Registration

Reputation

Known as a friendly firm that genuinely cares for the special needs of seniors, we treat each client with dignity and respect. Timmel Law would consider it a privilege to serve you. It is our promise to go the “extra mile” to assist you and your family.

Peggy Timmel

Attorney

Peggy is licensed to practice law in both Kentucky and Indiana. Since her admission to the Kentucky Bar in 1987 (admitted in Indiana in 2004), she has held a variety of positions that have allowed her to use her education including: corporate counsel, trust counsel, trust administrator and associate in private practice, and administration of estates and trusts.

Peggy recognizes that many of her clients have needs far greater than legal when dealing with planning for aging or debilitating conditions: Spirituality/Purpose, Housing, Health and Wellness, Life Enrichment/Dignity, Financial Planning, and Bereavement. She has developed affiliations with numerous professionals able to address these areas of concern.

Jessica Richards

Attorney

Jessica grew up in Louisville and has lived in the area most of her life. She currently lives in the Highlands with her husband, a New Albany native, and their two daughters.  Jessica earned her undergraduate degree in Telecommunications from the University of Kentucky, and graduated cum laude from the University of Louisville Brandeis School of Law. While in law school, Jessica participated in Moot Court, served as a Research Assistant, and was an Editor for Law Review.  Jessica is licensed to practice law in both Indiana and Kentucky.

As the daughter of a veteran, one of her first goals when joining Timmel Associates was to obtain her Veterans Affairs accreditation. Jessica is passionate about helping veterans receive the benefits that they deserve.

Rita Reckner

Paralegal – Medicaid

Rachel Rivers

Paralegal – Drafting
Director of Operations

Sarah Harman

Paralegal – Probate & Guardianship
Marketing Lead

Affiliations