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Top Performing REITs in the Philippines (2023)
In this video I'm going to break down the top performing reits in the Philippines (2023). Let's go! ..
How Retirement Planning and Estate Planning Work Together
Starting your retirement planning early can lead to significant long-term savings because the..
Gifting to Your Adult Children in Your Estate Plan
Structuring gifts for your adult children within your estate plan requires careful thought to..
The Benefits of Including Funeral Planning in Your Indiana Estate Plan
Incorporating funeral planning into your comprehensive estate plan is an act of foresight and..
6 Steps to Take When Preparing for Your Estate Planning Consultation
If you have finally made an appointment to get started on your estate plan, you are to be..
How Are the Child Tax Credits Different? Your Comprehensive Guide
The Child Care Tax Credit and the Additional Child Care Tax Credit are different, but you can take..
Filing Form 990: A Guide for Nonprofit Organizations
Taxes aren’t anyone’s favorite topic, but for nonprofit organizations, staying compliant with..
Understanding IRS Form 1098: A Guide for Taxpayers
Find out who may send you Form 1098 this tax season.The post Understanding IRS Form 1098: A Guide..
Top 7 Things to Consider When Creating Your Last Will and Testament
For most people, a Last Will and Testament serves as the foundation of their estate plan, ensuring..
Essential Information for Trust Beneficiaries
A trust is a legal arrangement in which a Grantor (creator of the trust) transfers assets into the..
Understanding the Duties and Responsibilities of an Executor in Indiana
If you have been named as an Executor in someone’s Last Will and Testament, you will play a crucial ..
Understanding Lack of Testamentary Capacity in an Indiana Will Contest
When a loved one passes away, the grieving process often brings intense emotions, including denial, ..
Coping with the Cost of Care: Overlooked Tax Deductions and Tips for Seniors and Their Families
Updated for tax year 2024. As you get older, you may find you face more and more medical bills. No..
How Does a Revocable Trust Fit into My Estate Plan?
When you create an estate plan, one of the most powerful tools at your disposal is a revocable..
How to Fill Out Form 1120-S for S Corporations
Form 1120-S is a crucial tax document for small business owners of S corporations. If you’re an S..
Guide to IRS Form 1040, Individual Income Tax Return
Find out if you need to file Form 1040. The post Guide to IRS Form 1040, Individual Income Tax..
Elder Financial Abuse: What You Need to Know
Elder financial abuse is an increasingly prevalent issue as the senior population grows, making it..
What To Do If You Received a 1099-K From Your Crypto Exchange
Updated for tax years 2023 and 2024. If you engaged in crypto trading last year, it’s possible you..
The New 1099-K Reporting Thresholds: What You Need to Know
Updated for tax years 2024 and 2025. If you sell items online or use third-party payment apps such..
Understanding IRS Forms 1095-A, 1095-B, and 1095-C for Health Insurance
If you’ve found yourself with one or more 1095 forms this tax season, you might wonder what they..
Form 1099-K: What It Is, Real-Life Examples, and How to Use It
Updated for tax year 2024. Did you receive Form 1099-K this year? If you’ve never seen this..
How to Choose the Right Nursing Home in Indiana
When a loved one can no longer manage their own care safely, the transition to nursing home care..
What Assets Bypass Probate?
When you pass away, your estate will go through the legal process referred to as “probate.” Probate ..
Can Life Insurance Policy Proceeds Be Directed to a Trust?
Life insurance serves as an essential tool in both financial planning and estate planning. Early in ..
7 Steps in the Indiana Probate Process
Whether you are an Executor, a beneficiary, or another interested party in an estate, navigating..
Form 1099-SB: What It Is and How to Use It
If you sold a life insurance policy this year, you may receive Form 1099-SB. This tax form informs..
Guide to Filling Out Form W-4: How to Keep More Money in Your Paychecks
Understanding Form W-4 is key to managing how much federal income tax is withheld from your..
How Might an Incentive Trust Fit into My Indiana Estate Plan?
If you are planning to leave behind a sizeable estate, you may (understandably) want to retain a..
Form 1120 Filing Guide: Corporate Tax Return & Schedules Explained
Running a small business like a corporation has plenty of perks, but let’s face it — corporate..
Take Part in National Home Care and Hospice Month in Indiana This November
For someone who is facing serious illnesses or approaching the end of their life, home care and..
Taking Part in National Family Caregiver’s Month in Indiana
November is recognized as National Family Caregiver’s Month in Indiana and across the country, a..
Understanding and Spotting Elder Abuse: A Guide for Families in Indiana
Elder abuse is a serious and often overlooked issue that affects millions of older adults every..
How to Appoint the Right Trustee for Your Trust
Appointing a Trustee for the trust you create is one of the most important decisions you will make..
How to Claim the EV Tax Credit for 2024
Did you purchase an electric vehicle (EV) recently? Many EVs, plug-in hybrid electric vehicles..
Incorporating Your Second Home in Your Estate Plan
If you own a second (vacation) home that holds sentimental value for your family, ensuring it is..
Form 1099-S: What It Is and How to Use It
You might receive Form 1099-S this year if you sold a house, some land, or another piece of..
Form 1099-QA: What It Is and How to Use It
Form 1099-QA is tied to your ABLE account, a tax-advantaged savings option for those with..
Form 1099-H: The Health Coverage Tax Credit
Form 1099-H was last used for tax year 2021 and was issued to people who received advance payments..
Form 1099-R, RRB-1099, and RRB-1099-R: What They Are and How to Use Them
The Internal Revenue Service (IRS) uses Form 1099-R to report income from retirement distributions, ..
Understanding Veterans Aid & Attendance Benefits
Every American owes a debt of gratitude to veterans and their spouses. While that debt can never..
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