What Is a Charitable Gift Annuity?
For many people, charitable gifting is an important part of who they are and of the legacy they hope to leave behind when they are gone. If you are..
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What is Currently Not Collectible Status?
When taxpayers find themselves unable to pay their tax liabilities due to dire financial circumstances, the IRS offers a lifeline known as Currently..
Read MoreAm I Responsible for My Spouse’s Back Taxes?
Marriage is viewed as a union of two individuals, joining both their lives and responsibilities. As financial obligations and responsibilities..
Read MoreHow Estate Planning Can Protect Your Grandparents
Grandparents are invaluable. They share their endless wisdom with you and often spoil their grandkids. While grandparents that spoil the grandkids..
Read MoreCan I Buy a House if I Owe Back Taxes?
Buying a house is an exciting milestone in life, representing stability, investment, and the fulfillment of a dream. However, for individuals who owe ..
Read MoreEstate Planning for Grandparents of a Grandchild with Special Needs
Grandparents play a unique role in the lives of their grandchildren. Typically, they get to have all the fun with little of the responsibility where..
Read MoreTax Benefits of Flexible Spending Accounts
Last week, we discussed the tax benefits of health savings accounts, tax-advantaged savings accounts specifically designed for individuals with..
Read MoreTax Benefits of Health Savings Accounts
In today’s world, where healthcare costs are constantly on the rise, finding smart and effective ways to save money is crucial. One such method that..
Read MoreHow Might an Estate End Up in Litigation?
Probate is the legal process typically required after an individual’s death to settle and distribute the decedent’s estate. The probate process can..
Read MoreMarriage Bonuses vs. Marriage Penalties
Marriage can be a wonderful milestone in life. But in the midst of planning a wedding and a future with your significant other, you may not be..
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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