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How Retirement Planning and Estate Planning Work Together
Starting your retirement planning early can lead to significant long-term savings because the..
Celebrate Canine Fitness Month This April: A Commitment to Your Dog’s Health and Future
April is Canine Fitness Month, a time dedicated to raising awareness about the importance of..
Tax Breaks for Teachers: How to Claim the Educator Expense Deduction
Teachers are always looking for creative ways to enhance their students’ learning experience...
Is Unemployment Compensation Taxable Income?
Unemployment benefits can be a vital support for those experiencing unexpected job loss. If you..
How Long Will It Take to Receive an Inheritance in Indiana?
Learning that you are set to receive an inheritance can bring a mix of emotions. While it may..
The Home Office Deduction: A Comprehensive Guide
If you work at home, you’ve probably heard about the home office deduction and its many tax..
How Does Portability Fit into Your Indiana Estate Plan?
Portability is an important yet often overlooked aspect of federal gift and estate tax planning. It ..
Buy or Lease? An In-Depth Look at the Costs of Buying and Leasing a Car
Updated for tax year 2024. Are you ready for a new set of wheels? A new vehicle is a..
5 Trustee Mistakes You Can Avoid Making
If you recently learned that you were appointed to serve as the Trustee of a trust, and have never..
Why Would I Create an Intentionally Defective Trust?
When your estate includes substantial assets, minimizing federal gift and estate taxes should be a..
National Love Your Pet Day Is a Great Time to Work on Pet Planning in Your Estate Plan
National Love Your Pet Day, celebrated on February 20th, is a perfect opportunity to celebrate the..
How to Get Involved in American Heart Month in Indiana
Every February, American Heart Month serves as a crucial reminder of the importance of heart health ..
Your Guide to Filing Form 2553: Electing S Corporation Status for Your Business
If you’re a small business owner considering the S corp route, IRS Form 2553 is the key to electing ..
Form 8962: A Guide to the Premium Tax Credit
If you purchased health insurance coverage through the Health Insurance Marketplace, you might need ..
Advantages of Adding a Living Will to Your Indiana Estate Plan
When creating your estate plan, it is essential to include more than just provisions for..
Do I Need to Respond to a Crummey Notice?
One of your rights as a trust beneficiary is the right to receive important communications from 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..
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