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Zachary Witte

My focus is to give you the helping hand you need to preserve, manage, and distribute your assets. You will find our staff to be welcoming and professional.

From the initial consultation to its final resolution, I pride myself in giving my clients hands-on, highly focused, personalized attention when handling Estate Planning, Elder Law, and Probate matters. I work hard to bring you the best possible results for your important legal matters.

07/13/2022

Howard Hughes died in 1976. His estate wasn't settled until 2010 because he didn't have an estate plan. Six hundred people claimed to have rights to his estate. This all could have been avoided had he prepared a Last Will and Testament.

Howard Hughes was a celebrity back in the 1930s -- wealthy, industrialist, film mogul. He became mysterious and withdrawn -- and his will was a mystery, too.

11/17/2020

"A well-planned estate plan is one of the most thoughtful gifts you can give your loved ones."
Stacy Francis
PRESIDENT AND CEO OF FRANCIS FINANCIAL

https://l.facebook.com/l.php?u=https%3A%2F%2Fcnb.cx%2F2HZwev1%3Ffbclid%3DIwAR1fu9cmyRQwf-NitcJLcn1NLf00DuH-OnnJNKxfN4qHwKpCPOOT8mIUvLw&h=AT1uJ0ITOEW0HCMn6KBwajnKaLvbFJjTPvyaDHuuJTHd1uZQ5AfcRZfsNvtPdVg158IdXOuqP4DEQ-Hl7cYEyPuXz0SmBiFdzTsvTJEdWpBOPrEGaNi0ZpN2_ZbAzTxu5w

Many people mistakenly believe that they don't have enough in assets to warrant a will, or that their money will automatically go to their next of kin. Both assumptions are wrong.

07/06/2018

An interesting read on the evolution of nursing & home care.

In the first century of our country's history there no such things as home care services, nursing homes or assisted living. Society was mostly rural and people lived in their own homes. Families cared for their loved ones at home till death took them. In the latter part of the 1800's because of an i...

05/31/2017

New post added at LOCKE & WITTE 260-615-8631 - Transferring Assets to Qualify for Medicaidhttps://www.lockewitte.com/transferring-assets-to-qualify-for-medicaid/

Transferring assets can cause you to be ineligible for medicaid. Transfers should be made carefully, with an understanding of all the consequences. People who make transfers must be careful not to apply for Medicaid before the five-year look-back period elapses without first consulting with an elder...

05/23/2017

New post added at LOCKE & WITTE 260-615-8631 - Annuities and Medicaid Planninghttps://www.lockewitte.com/annuities-medicaid-planning/

Immediate annuities can be ideal Medicaid planning tools for spouses of nursing home residents. For single individuals, they are usually less useful. An immediate annuity, in its simplest form, is a contract with an insurance company under which the consumer pays a certain amount of money to the com...

05/11/2017

New post added at LOCKE & WITTE 260-615-8631 - Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?http://www.lockewitte.com/better-use-joint-ownership-trust-pass-home/

When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method? If you add your child as a joint tenant on your house, you will each have an equal ownership interest in the property. If one joint tenant dies, his …

05/03/2017

New post added at LOCKE & WITTE 260-615-8631 - Spending Down Assets to Qualify for Medicaidhttp://www.lockewitte.com/spending-down-assets-to-qualify-for-medicaid/http://www.lockewitte.com/spending-down-assets-to-qualify-for-medicaid/

In order to be eligible for Medicaid, applicants must have no more than $2,000 in “countable” assets (the dollar figure may be slightly more, depending on the state). Applicants for Medicaid and their spouses may protect savings by spending them on non-countable assets. The following are examples of...

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116 E. Berry Street , Suite 1105
Fort Wayne, IN
46802

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