Schedule D: Your Guide to Reporting Capital Gains and Losses
If you happened to trade stocks, cash out cryptocurrency, or sell real estate or other capital assets during the tax […]The post Schedule D: Your..
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What Is a Transfer on Death Deed in Indiana?
When you begin the estate planning process, you are likely motivated by a desire to protect the people who matter most to you. You want to ensure..
Read MoreForm 1099-INT: What It Is and How to Use It
Did you receive Form 1099-INT this tax year? Here’s what is included in this important tax document and how you […]The post Form 1099-INT: What It Is ..
Read MoreProbate Avoidance Strategies for Your Indiana Estate Plan
Estate planning places you in control of how your assets are managed during your lifetime and distributed after your death, creating stability for..
Read MoreMeet Us at the Sharing Down Syndrome Walk in Tempe on April 18
Mark your calendar for Saturday, April 18, 2026, because the Sharing Down Syndrome Walk Fundraiser is back, and so are we. The team at Phelps LaClair ..
Read More10 Tips for Protecting a Child’s Inheritance Using a Trust
As a parent, you spend years making decisions intended to support your child’s well-being and future success. When you begin thinking about how your..
Read MoreFamily dynamics in estate planning
Happy families are all alike; every unhappy family is unhappy in its own way, Leo Tolstoy, Anna Karenina
Read MoreTax Planning Tips for Your Indiana Estate Plan
Preparing for the orderly transfer of your assets is one of the most significant financial steps you will take. You likely begin by identifying who..
Read MoreEstate Administration Banking Protocol 2026 explained
In February 2026, UK Finance published the updated Estate Administration Banking Protocol, replacing the previous 2012 version.
Read MoreThe Problem with Leaving Behind an Intestate Estate in Indiana
Despite acknowledging the importance of estate planning, over half of all Americans do not have an estate plan in place. Unfortunately, failing to..
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How lifetime gifting can affect estate administration
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Can You Receive an Early Inheritance from an Indiana Trust?
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Pet Planning in Your Indiana Estate Plan
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Partial Trust Distributions in Indiana