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.
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“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..
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.
“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..,
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.
Pre-Nuptials for Same Sex Couples
For same-sex couples (who might have family members who do not accept them), it is particularly important to document their wishes.
September Thoughts of – and Thanks to – Our Veterans
September is a big month for the Indiana Vietnam Veterans Organization, which hosts the oldest veterans’ reunion in the country.
Steps for a Surviving Spouse
Collecting and managing an estate can involve much more than immediate errands and tasks, but there are certain things a surviiving spouse must do right away..