Understanding the Indiana Medicaid Spend-Down Rules
Medicaid functions as a critical source of medical coverage for individuals and families who cannot afford the rising cost of healthcare. If you are..
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Contesting an Indiana Last Will and Testament
When you contest a Will in Indiana, you ask a probate court to determine that the document admitted to probate is not legally valid. This action is..
Read MoreWhat Does it Mean to be Dementia Friendly?
“A Dementia-Friendly community is informed, safe, and respectful of individuals living with dementia, their families and caregivers, and provides..
Read MoreCatherine O'Hara's passing: Why estate planning matters
As the world mourns the loss of beloved actress Catherine O'Hara, known for her unforgettable roles in Home Alone, Schitt’s Creek, and Beetlejuice,..
Read MoreWhat Is Form 1099-B? Reporting Stocks and Other Investments
Updated for tax year 2025. Did you sell any stocks or other investments during the tax year? If so, prepare […]The post What Is Form 1099-B?..
Read MorePreventing Elder Financial Exploitation in Indiana
Financial exploitation continues to be the most frequently reported form of elder abuse in the United States, according to federal enforcement..
Read MoreAre “Sweetheart Wills” the Most Loving Choice?
Planning, whether it’s related to creating a special day or evening for someone or their future, is one of the greatest expressions of a person’s..
Read MoreUnderstanding the Probate Process in Indiana
When someone close to you dies, legal responsibilities often arise while you are coping with loss. If you have been appointed as the Personal..
Read More¡NUEVO! Presenta tus impuestos con el Xpert Servicio Integral™ en español
Ya sea que el español sea tu lengua materna o simplemente el que te resulte más cómodo, ahora puedes presentar […]The post ¡NUEVO! Presenta tus..
Read More¡NUEVO! Presenta tus impuestos con el Servicio Completo Xpert™ en español
Ya sea que el español sea tu lengua materna o simplemente el que te resulte más cómodo, ahora puedes presentar […]The post ¡NUEVO! Presenta tus..
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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