Updated Federal Gift and Estate Tax Figures for 2023
Avoiding federal gift and estate taxes is a common estate planning goal. To successfully decrease your estate’s exposure to taxes you need to..
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Why Estate Planning Is Important for Multi-National Couples
Over the last several decades, national borders have all but disappeared, leading to a dramatic increase in cross-border marriages in the United..
Read MoreWhen Do I Need to Update a Trust Agreement?
Trust agreements are commonly found in a comprehensive estate plan. If you have established a trust agreement, you may need to update that agreement..
Read MoreUnderstanding Beneficiaries and Heirs
Estate planning can be an intimidating process for the average person. One reason for this is that estate planning includes concepts and legal jargon ..
Read MoreUnder a General Power of Attorney, Are There Limits to an Agent’s Power?
A power of attorney is one of the most used estate planning tools. At some point in your life, you will likely execute a Power of Attorney and/or be..
Read MoreAsset Protection Planning for Seniors
While it is always important to focus on how your estate assets will be passed down to loved ones, it is equally important to incorporate tools and..
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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