Charitable planning has always been an important aspect of estate planning and tax planning. Now a new Indiana tax credit has gone into effect..
“Tis the Season to be Charitable – and to Earn Indiana Tax Credits
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Month: November 2024
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.
