Parents – Avoid Making These Mistakes When Establishing a Trust for Your Children
Whether you are a new parent or the parent of adult children, you undoubtedly want to protect the inheritance you intend to leave for your children. ..
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How IRS Installment Agreements Work
When most people first examine tax relief options, they might have their hopes set on an offer in compromise – or their tax debt settled for less..
Read MoreSibling Dilemma: What Can We Do If We Don’t Agree on Medical Care for Our Parent?
Decisions relating to an aging parent’s medical care can often spur conflict among siblings. If you and your siblings cannot agree on an overall plan,..
Read MoreHow Tax Relief Works
Owing the IRS can be one of the most stressful situations a taxpayer can face. Recent data shows that American taxpayers owed over $114 billion in..
Read MoreWhat Are the Probate Fees in Indiana?
A comprehensive estate plan should include tools and strategies aimed at accomplishing various interrelated goals. For many people, probate avoidance ..
Read MoreOptima Continues its Winning Run of Customer Service Team of the Year in Financial Services
The company’s exemplary customer service team was recognized for the fourth straight year. Optima Tax Relief, the leading nationwide tax resolution..
Read MoreTax Information for Different Tax Filing Stages
The tax information you need all in one place.We’ve put together a master list of helpful articles for your tax situation, whether you’re preparing..
Read More5 Medicaid Myths Dispelled
Many people make it through their entire working years without ever needing to rely on Medicaid to cover healthcare expenses, only to find that they..
Read MoreHow to Avoid Tax Scams & Fraud
Tax scams have become one of the most popular ways criminals steal money and identities. The IRS flagged over $5.7 billion in tax fraud last year and ..
Read MoreWhat Happens to an Inheritance If No One Claims It?
The ability to decide what happens to your estate assets after your death was likely a primary motivation for creating your estate plan. If all goes..
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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