Scout Advocacy LLC is a professional fiduciary and advocacy company with offices in Indianapolis and Fishers. Our team of professionals ensures the highest quality of life for our clients through our role as health care consultant, guardian, power of attorney,...
Sara McClammer, JD, NCG
Advance Designation: A New Social Security Tool
The Social Security Administration has announced a new planning tool: Advance Designation. This tool allows competent adults to name up to three individuals they wish to serve as their representative payee in the future.
Between Now and Dead: The Critical Time Period
The term “estate plan” usually invokes thoughts of death and money. Most often people seek out an estate planning attorney to draft complex instructions for how their money will be handled after death. Clients spend hours thinking about how much money will go to...
Creating a Response Team
Last month, we discussed transactional versus relational estate planning. A transactional approach focuses only on preparing estate planning documents, while a relationship approach is much more comprehensive and long-term. It allows a practitioner to get to know a...
Tips for filing taxes as a guardian or power of attorney.
Tax season is just around the corner and with it come feelings of panic, dread, and procrastination. Now, imagine not only doing your own taxes, but taxes for someone else. Guardians and agents serving under a power of attorney often have to file taxes on behalf of a...
Want to give back? Here are some non-profit organizations serving seniors in Central Indiana.
Happy holidays! This is a wonderful time of year to spend time with family and friends (even if virtually this year!). It's also a great time to support local non-profits that serve seniors. We have compiled a short list of our favorite organizations who no-doubt can...
Introduction to Scout Advocacy LLC
We are excited to introduce Scout Advocacy LLC! Scout Advocacy is the professional marriage of two companies: Clarity Care Advocates, LLC and Scout Guardianship Services, Inc. Scout Advocacy is owned and operated by Jane Malkoff, H. Kennard Bennett, and Sara...
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