Understanding and Spotting Elder Abuse: A Guide for Families in Indiana
Elder abuse is a serious and often overlooked issue that affects millions of older adults every year. While many seniors live in safe environments,..
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How to Appoint the Right Trustee for Your Trust
Appointing a Trustee for the trust you create is one of the most important decisions you will make when creating or updating your estate plan. A..
Read MoreHow to Claim the EV Tax Credit for 2024
Did you purchase an electric vehicle (EV) recently? Many EVs, plug-in hybrid electric vehicles (PHEVs), and fuel cell vehicles (FCVs) can score you a ..
Read MoreIncorporating Your Second Home in Your Estate Plan
If you own a second (vacation) home that holds sentimental value for your family, ensuring it is passed down smoothly through your estate plan is..
Read MoreForm 1099-S: What It Is and How to Use It
You might receive Form 1099-S this year if you sold a house, some land, or another piece of property. But what does this form mean for your income..
Read MoreForm 1099-QA: What It Is and How to Use It
Form 1099-QA is tied to your ABLE account, a tax-advantaged savings option for those with disabilities. If you’ve received a distribution from an..
Read MoreForm 1099-H: The Health Coverage Tax Credit
Form 1099-H was last used for tax year 2021 and was issued to people who received advance payments of the health coverage tax credit (HCTC) to help..
Read MoreHow to Participate in Long-Term Care Awareness Month in November
As life expectancy increases and more people reach their senior years, the need for long-term care becomes a reality for many people. Long-Term Care..
Read MoreForm 1099-R, RRB-1099, and RRB-1099-R: What They Are and How to Use Them
The Internal Revenue Service (IRS) uses Form 1099-R to report income from retirement distributions, including withdrawals, rollovers, and conversions...
Read MoreUnderstanding Veterans Aid & Attendance Benefits
Every American owes a debt of gratitude to veterans and their spouses. While that debt can never truly be repaid, the government does make an effort..
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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