Top Risks of Owing the IRS
If you have an unpaid tax bill, you know the stress that comes with owing the IRS. The IRS is a powerful agency with the ability to collect what is..
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How to Approach Estate Planning with Your Aging Parents
It can be extremely difficult for adult children to accept the fact that their parents are experiencing the mental and/or physical deterioration that ..
Read MoreHow to Add Explanations or Instructions to Your Estate Plan
Once your estate plan is in place, you may feel like you have pertinent, even crucial, information that applies to your estate plan, yet does not fit ..
Read MoreHow to Fill Out a W-4
Many taxpayers are reporting smaller refunds this year. While many cases can be credited to tax credits returning to pre-pandemic levels, several..
Read MoreShould I Appoint an Attorney to Be My Trustee?
A comprehensive estate plan typically requires you to incorporate a variety of estate planning tools and strategies into your plan. One of the most..
Read MoreShould I File a Tax Extension?
The tax filing deadline is just around the corner. If you need more time to prepare your tax return, you can file a tax extension. While a tax..
Read MoreWhy is My Refund Smaller This Year?
The average tax refund so far in 2023 has been just over $1,960, which is about 11% lower than last year. Tax professionals are warning taxpayers of..
Read MoreCan I Qualify for My Spouse’s Social Security Benefits?
For many retirees, Social Security retirement benefits play a significant role in financing their retirement years. If you recently lost a spouse,..
Read MoreWhat is the IRS Collection Statute of Limitations?
They say that death and taxes are the only two certainties in life. However, taxes are only collectible for so long. Did you know there is a statute..
Read MoreHow to Avoid Probate
A common goal found in many comprehensive estate plans is probate avoidance. Avoiding probate entirely may be impossible; however, with some careful..
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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