Volunteering: is the word just a massive turn-off
Let’s be honest. The word volunteering has a bit of an image problem. Mention it and be prepared to see people look down, turn their heads and..
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Deloitte’s CFO Survey: UK finance leaders upbeat on tech investment & potential for AI for year ahead
UK CFOs upbeat on tech investment and potential for AI to boost productivity for year ahead More than half of finance chiefs (59%) have become more..
Read More2026 Social Security Cost of Living Adjustment – What it means for Texas Seniors
Introduction: A Year of Adjustment and Challenge In 2026, Social Security recipients nationwide will see several significant changes — from a modest..
Read MoreWhy Should I Try to Avoid Probate in My Indiana Estate Plan?
Probate is the formal legal process through which a deceased person’s property is identified, valued, and ultimately distributed to heirs. Although..
Read MoreJoint and Reciprocal Wills in Indiana
Marriage introduces not only emotional partnership but also a shared responsibility for long-term financial planning. Once two individuals formalize..
Read MoreShould You Include a Pour-Over Will in Your Indiana Estate Plan?
When you decide to use a trust as the primary instrument through which assets are distributed in your estate plan, it is natural to wonder whether a..
Read MoreAm I Entitled to Social Security Retirement Benefits Based on My Spouse’s Work History?
Many older adults rely on monthly Social Security payments to maintain financial stability during retirement. If you are heading toward your..
Read More2025 in review: Probate and tax changes affecting estate administration
Throughout 2025, there were several legal and tax developments that will impact the Wills and probate sector over the coming years. Many of last..
Read MoreHealthcare POA, HIPAA, and Incapacity in Your Indiana Estate Plan
Preparing for the possibility of losing the ability to speak for oneself is an essential part of responsible planning. Although most individuals..
Read MoreDisconnected systems are burning out your accounting team – Here’s how to make tech a selling point instead of a detractor
As a firm leader, you’re well aware of the ongoing talent shortage in the accounting industry. It’s one of the reasons you’re investing so heavily in ..
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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