How lifetime gifting can affect estate administration
Gifting during lifetime can be an effective way to pass on wealth, support loved ones, and potentially reduce Inheritance Tax (IHT). However, without ..
How the SECURE Act Impacted Your Stretch IRA
Today, few employers fund pensions and Social Security retirement benefits have not kept up with the cost of living. Consequently, many of my clients ..
Read MoreTop 10 Estate Planning Tips
If you are like the average person, you recognize the need to have a comprehensive estate plan in place, but beyond that estate planning remains..
Read MoreWhat Does It Mean to Decant a Trust?
Like many people, you may have included a trust agreement in your overall estate plan. If that trust is an irrevocable trust, you were likely told..
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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