How Does Portability Fit into Your Indiana Estate Plan?
Portability is an important yet often overlooked aspect of federal gift and estate tax planning. It allows a surviving spouse to make use of their..
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5 Trustee Mistakes You Can Avoid Making
If you recently learned that you were appointed to serve as the Trustee of a trust, and have never served in the position before, you may be feeling..
Read MoreWhat Happens to a Home During Probate in Indiana?
When an individual passes away, their assets, including any real estate, usually go through the legal process known as probate. This process can..
Read MoreWhy Would I Create an Intentionally Defective Trust?
When your estate includes substantial assets, minimizing federal gift and estate taxes should be a key consideration in your estate plan. Although it ..
Read MoreNational Love Your Pet Day Is a Great Time to Work on Pet Planning in Your Estate Plan
National Love Your Pet Day, celebrated on February 20th, is a perfect opportunity to celebrate the animals that bring joy and companionship into your ..
Read MoreHow to Get Involved in American Heart Month in Indiana
Every February, American Heart Month serves as a crucial reminder of the importance of heart health given that heart disease remains the leading..
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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