Whether downsizing or aging in place, estate planning decisions need to be made about your primary residence.
“Homing In” on Your Estate Plan
read more
rebeccageyer
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..
Starting Next Year, Required Means Required
The IRS has clarified the rules for inherited IRAs.
Estate Planning Might Include Frozen Embryos
Can you claim frozen embryos as dependents?
Will Your Pet be Treated as Property or Heir?
If you don’t provide for your pet in your estate plan, the pet will be treated as property.
