Zelle and Taxes: Will I Receive a 1099-K?
We’ve been warned about the new 1099-K reporting thresholds for over a year now. Beginning in tax year 2023, you will receive a 1099-K, Payment Card..
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Does Your State Have a Sales Tax Holiday?
However well-intended they may be, sales tax holidays remain the same as they always have been—ineffective and inefficient.The post Does Your State..
Read MoreWhat Happens To The Trust When The Grantor Dies? - Estate Planning Series Part 3
Finally, we are here to finish the series with a strong, effective conclusion in this part 3 video. In this video, we'll discuss what happens to your ..
Read MoreWhat Seniors Need to Know about Medicaid in Indiana
Regardless of good genes and a healthy lifestyle, we all succumb to the natural aging process eventually. For many of us, that means our healthcare..
Read MoreWhat’s Going on with Social Security?
Social Security, a cornerstone of America’s safety net, has been providing financial support to millions of retirees, disabled individuals, and..
Read MoreWhat Are Some Good Estate Planning Questions to Ask Myself?
The prospect of sitting down and creating an estate plan can be daunting for many people. In fact, about half of all Americans do not have an estate..
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