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Trusts

How Does Portability Fit into Your Indiana Estate Plan?

March 11, 2025 3 mins read 14 Views

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..

Joanne Fiorini Joanne Fiorini
How Does Portability Fit into Your Indiana Estate Plan?
Taxes

Buy or Lease? An In-Depth Look at the Costs of Buying and Leasing a Car

March 11, 2025 6 mins read 8 Views

Updated for tax year 2024. Are you ready for a new set of wheels? A new vehicle is a significant expense […]The post Buy or Lease? An In-Depth Look..

Bill Peacock Bill Peacock
Buy or Lease? An In-Depth Look at the Costs of Buying and Leasing a Car
Trusts

5 Trustee Mistakes You Can Avoid Making

March 6, 2025 3 mins read 23 Views

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..

Bill Peacock Bill Peacock
5 Trustee Mistakes You Can Avoid Making

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