If you’re in business, you need to know about the new reporting requirements of the Corporate Transparency Act.
Hoosier Estate Planner
Possibly Beneficial Beneficiary Ploy
Roth conversions, charitable planning, and beneficiary designations are all considered in an effective overall estate plan.
Make these estate planning tasks a priority
There are many Indiana residents who are hesitant when it comes to discussing mortality. Some are afraid to die. Others would rather not think about the inevitability of death. However, neither fear nor avoidance can keep death at bay; it is a certainty in life. For...
Charitable Remainder Unitrusts Deal With the Now and the Later On
Charitable Remainder Unitrusts offer tax benefits to the donor. More important – a CRT helps with the now and the later.
As Part of Your Legacy, Offer Loved Ones a Slice of Your Life
As part of your estate planning, consider offering your heirs the precious gift of a memoir, sharing a “slice of your life”.
A Not-To-Be-Overlooked Healthcare Planning Ploy
Health Savings Accounts can prove very important in estate planning.
A Very Much Not-Now estate Planning Move
There are many reasons it’s NOT a good idea to transfer ownership of your home to an adult child.
First National Bank of Grandma and Grandpa
Many grandparents choose to lend money to their grandchildren. The estate planning needs to specify whether the loan will be forgiven, and their are tax rules that must be followed.
Opportunity to Change Medicare Plan Available Through March 31 of This Year
New opportunity to change Medicare plans and options available through the end of March, 2024.
Introducing New Geyer Law Associate Kristina SHover
Introducing new Geyer Law associate Kristina Shover