What Assets Bypass Probate?
When you pass away, your estate will go through the legal process referred to as “probate.” Probate serves several important functions, including the ..
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Can Life Insurance Policy Proceeds Be Directed to a Trust?
Life insurance serves as an essential tool in both financial planning and estate planning. Early in life, it can provide a much-needed financial..
Read More7 Steps in the Indiana Probate Process
Whether you are an Executor, a beneficiary, or another interested party in an estate, navigating probate in Indiana requires an understanding of the..
Read MoreForm 1099-SB: What It Is and How to Use It
If you sold a life insurance policy this year, you may receive Form 1099-SB. This tax form informs you and the Internal Revenue Service (IRS) about..
Read MoreGuide to Filling Out Form W-4: How to Keep More Money in Your Paychecks
Understanding Form W-4 is key to managing how much federal income tax is withheld from your paycheck. Whether you’re looking to boost your take-home..
Read MoreHow Might an Incentive Trust Fit into My Indiana Estate Plan?
If you are planning to leave behind a sizeable estate, you may (understandably) want to retain a certain amount of control over how that inheritance..
Read MoreForm 1120 Filing Guide: Corporate Tax Return & Schedules Explained
Running a small business like a corporation has plenty of perks, but let’s face it — corporate taxes can get complicated. This guide will give you a..
Read MoreIRS Form 1065: A Guide for Partnership Owners
Filing taxes can be complex, especially for partnership business owners who need to file IRS Form 1065. If your business is a partnership or a..
Read MoreTake Part in National Home Care and Hospice Month in Indiana This November
For someone who is facing serious illnesses or approaching the end of their life, home care and hospice services offer personalized, compassionate..
Read MoreTaking Part in National Family Caregiver’s Month in Indiana
November is recognized as National Family Caregiver’s Month in Indiana and across the country, a time dedicated to honoring and supporting family..
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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