Indiana Trust Administration Tips for the Trustee
A trust agreement is often included in a comprehensive estate plan. When a trust is established, the individual responsible for its creation (the..
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Getting a Loved One into a Nursing Home: Petitioning for Guardianship in Indiana
Watching an elderly loved one succumb to Alzheimer’s, or even to the natural physical and mental deterioration that comes with aging, can be..
Read MoreHow to Avoid an IRS Audit
While there is no guaranteed method of avoiding tax audits, there are things to steer clear of that could trigger them. Since the Senate approved..
Read MoreJoint Custody & Taxes: How Does it Work?
The structure of modern families is changing, and one of the most common developments is joint custody, where divorced or separated parents share the ..
Read MoreCan I Disinherit My Spouse in Indiana?
One of the primary motivations for creating an estate plan is the knowledge that you will be able to decide who inherits from your estate. For most..
Read MoreHow Wash Sales Affect Your Taxes
Taxes are an inevitable part of financial life, and for investors, understanding how different transactions can impact their tax liability is crucial...
Read MoreHow to Prepare for Your First Estate Planning Appointment
If you have finally made an appointment to get started on your estate plan, you are to be congratulated. Your completed estate plan is one of the..
Read MoreIRS Interest Rate Increases for Q4 2023
As the fourth quarter of 2023 unfolds, taxpayers across the United States are faced with an important development – an increase in IRS interest rates...
Read MoreWhat is Schedule K-1?
When it comes to taxation and financial reporting, there are numerous forms and schedules that can often seem like a maze of complex regulations and..
Read MoreWhat Happens to Cryptocurrency after You Die?
Not all that long ago, there was little need to define what was meant by “assets” when it came time to create an estate plan. In the 21st century,..
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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