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 ..
What Is a Crummey Notice?
Are you a trust beneficiary who recently received a “Crummy notice?” If so, and you have never before received one, you may be unsure what to do next...
Read MoreDevelopmental Disabilities Awareness Month: Is Your Loved One with Special Needs Protected?
March is recognized as Developmental Disabilities Awareness Month, providing an opportunity to raise awareness and promote inclusion for individuals..
Read MoreHow 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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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