IRS Tax Form Library
Did you know there are hundreds of IRS tax forms? Luckily, you’ll only need to know a handful of them if your tax situation is simple. However,..
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How to Take Part in Military Appreciation Month This May
Every American owes a debt of gratitude to the millions of men and women who currently serve or who have served in the United States military...
Read MoreI Lost My W-2. Now What?
Filing your taxes can be challenging, especially if you are missing crucial documents like your W-2 form. A W-2 tax form shows important information..
Read MoreSteps to Take If You Suspect Elder Abuse
As we age, so do our parents, grandparents, and other older family members. At some point, a role reversal often occurs, where you become the..
Read MoreWhy Funeral Planning Should Be Part of Your Estate Plan
If you prefer not to think about your own funeral and burial, you are hardly alone. Most people don’t want to dwell on the reality of their own..
Read MoreWhat Happens If You Don’t File Your Taxes?
The April 18th tax deadline passed, and you did not file your tax return. Now what? First, don’t panic. Not everyone needs to file a tax return...
Read MoreWhat Is a Spendthrift Trust?
Sometimes, the most difficult part of creating an estate plan is not deciding who to include as beneficiaries but deciding how to gift assets to..
Read MoreHow to Report Foreign Income
Did you know that foreign income is still taxed by the United States? Millions of Americans who earn money abroad or plan to earn money abroad should ..
Read MoreWhy You Should Not Depend Entirely on the Marital Deduction
When you create an estate plan, that plan should accomplish several inter-related goals. One of those goals should focus on tax avoidance. After all, ..
Read More5 Reasons to Immediately Update Your Estate Plan
If you have an estate plan in place already, you are ahead of the curve in the United States. Surveys indicate that despite understanding how..
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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