Appointing Yourself as Trustee: When It Makes Sense and When It Doesn’t
As you develop your comprehensive estate plan, one of the key elements to consider is whether to include a trust. Trusts can offer numerous benefits, ..
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Form 1099-LTC: What It Is and How to Use It
If you’ve received a 1099-LTC tax form this tax year, it’s likely because you were paid long-term care benefits or accelerated death benefits, and..
Read MoreEstate Planning for Married Couples: Joint or Separate Plans?
Every adult can benefit from having an estate plan in place. When you get married, it becomes even more important to create an estate plan or update..
Read MoreForm 1099-LS: What It Is and How to Use It
Sometimes, life throws you a curveball, and you’re suddenly staring at a tax form you’ve never seen before — like IRS Form 1099-LS. Let’s look at why ..
Read MoreForm 1099-CAP: What It Is and How to Use It
The Internal Revenue Service (IRS) uses 1099 forms, also called information returns, to report various types of income. If you received a 1099-CAP..
Read MoreForm 1099-A: What It Is and How to Use It
Form 1099-A typically lands in your lap after a foreclosure or when your property securing a debt was repossessed or abandoned. In this guide, we’ll..
Read MoreForm 1099-G: What It Is and How to Use It
Did you receive Form 1099-G this tax year? Here’s everything you need to know about this important tax form and how to use it when filing your income ..
Read MoreForm 1099-DIV: What It Is and How to Report Dividend Income
So, you’ve received a Form 1099-DIV in the mail, and you’re wondering what to do with it. Don’t worry — this tax form is not as intimidating as it..
Read MoreUnderstanding Your Tax Refund: A Comprehensive Guide
Welcome to the wonderful world of tax refunds, where the dollars you receive after filing taxes can either bring a smile to your face or leave you..
Read More7 Reasons to Create an Estate Plan
Creating a comprehensive estate plan is one of the most important steps you can take to protect your assets and provide for your loved ones. Despite..
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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