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 ..
Is a Senior Life Settlement Right for Me?
As a retiree, you are likely hoping to enjoy your “Golden Years” without having to worry about finances. If you are concerned that may not be the..
Read MoreUnderstanding the Annual Exclusion
For many people, a successful estate plan needs to limit exposure to federal and/or state gift and estate taxes. Failing to incorporate tax avoidance ..
Read MoreEstate Planning Issues for the Modern Family
Estate Planning Issues for the Modern FamilyAs the name suggests, ABC’s TV show Modern Family depicts the relationships and experiences between a..
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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