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 ..
Should I Use a Trust or a UGMA/UTMA Account to Protect Assets Intended for My Minor Child?
A Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) account is often used by parents or grandparents as a tool to transfer ..
Read MoreAppointing Yourself as Trustee: When It Makes Sense and When It Doesn’t
As you develop your comprehensive estate plan, one of the key elements to consider is whether to include a trust. Trusts can offer numerous benefits, ..
Read MoreEstate Planning for Married Couples: Joint or Separate Plans?
Every adult can benefit from having an estate plan in place. When you get married, it becomes even more important to create an estate plan or update..
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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