Your potential lifespan is an important part of estate and gift planning, and with today’s improved technology, it is possible to make more accurate predictions of one’s lifespan.
Hoosier Estate Planner
“Tis the Season to be Charitable – and to Earn Indiana Tax Credits
Charitable planning has always been an important aspect of estate planning and tax planning. Now a new Indiana tax credit has gone into effect..
Important Benefit for the Children of Veterans
Indiana has a special benefit for children of veterans, in the form f a tuition exemption for college.
Life-and-Death Estate Planning
Estate planning must include planning for incapacity, in order to assure that your affairs can be handled in the event illness or injury prevents you from handling those yourself.
Probate’s impact on co-owned properties in Indiana
When a loved one dies, handling their estate can be complex. This becomes even more complicated when dealing with co-owned properties. Understanding how probate affects these properties is crucial for co-owners and beneficiaries. As many know, probate is the legal...
“Homing In” on Your Estate Plan
Whether downsizing or aging in place, estate planning decisions need to be made about your primary residence.
A Good-to-Hear Message from the IRS
The IRS has announced increases in tax exemption amounts.
Helping Heirs Inherit Collectibles Without Emotional and Financial Drain
Without careful planning, leaving collectibles can leave heirs with many headaches..,
Life Settlements Present an Additional Choice in Senior Estate Planning
In a life settlement, life insurance is sold to a third party, who later collects the benefit when the insured has died.
For Business Owners, Estate Planning Just Became a Step More Complex
The recent Supreme Court ruling in Connnelly V. United States means that owners of closely held business interests should revisit their tax and estate planns.