How to Use IRS Form 8949 for Capital Gains and Losses
If you’ve sold stocks, cryptocurrency, real estate, or other investments in the past tax year as an individual taxpayer, you […]The post How to Use..
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Is a Beneficiary Defective Inheritance Trust Right for Your Estate Plan?
Anyone who owns and operates a small business knows how hard it is to keep a business running and showing a profit year after year. If you own a..
Read MoreForm 8962: A Guide to the Premium Tax Credit
If you purchased health insurance coverage through the Health Insurance Marketplace, you might need to file IRS Form 8962 with […]The post Form 8962: ..
Read MoreAdvantages of Adding a Living Will to Your Indiana Estate Plan
When creating your estate plan, it is essential to include more than just provisions for distributing your assets. A comprehensive estate plan can..
Read MoreHow to Set Up an IRS Payment Plan Through TaxAct
Nobody likes unpleasant surprises when it comes to taxes. And if you unexpectedly find yourself owing the IRS hundreds or thousands of dollars that..
Read MoreDo I Need to Respond to a Crummey Notice?
One of your rights as a trust beneficiary is the right to receive important communications from the Trustee about the trust’s administration. Among..
Read MoreYour Guide to Filing Form 1041: U.S. Income Tax Return for Estates and Trusts
Updated for tax year 2024. As the baby boomer generation ages, more taxpayers are handling estate and trust taxes for the first time. According..
Read MoreHow Retirement Planning and Estate Planning Work Together
Starting your retirement planning early can lead to significant long-term savings because the earlier you begin, the less you need to save each month ..
Read MoreGifting to Your Adult Children in Your Estate Plan
Structuring gifts for your adult children within your estate plan requires careful thought to ensure that your assets are distributed in a way that..
Read MoreThe Benefits of Including Funeral Planning in Your Indiana Estate Plan
Incorporating funeral planning into your comprehensive estate plan is an act of foresight and kindness, ensuring that your final wishes are honored..
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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