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Estate Planning and Administration News

Estate Planning and Administration News


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Posted on: Aug 5, 2020

The coronavirus pandemic has drawn new business to start-ups that provide end-of-life services, from estate planning to a final tweet.

Posted on: Aug 5, 2020

The coronavirus pandemic has drawn new business to start-ups that provide end-of-life services, from estate planning to a final tweet.

Posted on: Aug 5, 2020

Named after the Internal Revenue Code section that governs them, Section 529 College Savings Plans (529 Plans) are higher-education savings plan trusts established under section 529(b) of the Internal Revenue Code as “qualified tuition programs.” 529 Plans offer tremendous benefits when planning for educational expenses. Unlike irrevocable trusts set up to fund a beneficiary's education that may be taxed at higher trust income tax rates, assets held in a 529 Plan grow income tax free and all distributions are also tax free so as long as they are used for qualified education expenses. CollegeChoice 529 is a 529 Plan offered by the Indiana Education Savings Authority.

Posted on: Aug 5, 2020

Named after the Internal Revenue Code section that governs them, Section 529 College Savings Plans (529 Plans) are higher-education savings plan trusts established under section 529(b) of the Internal Revenue Code as “qualified tuition programs.” 529 Plans offer tremendous benefits when planning for educational expenses. Unlike irrevocable trusts set up to fund a beneficiary's education that may be taxed at higher trust income tax rates, assets held in a 529 Plan grow income tax free and all distributions are also tax free so as long as they are used for qualified education expenses. CollegeChoice 529 is a 529 Plan offered by the Indiana Education Savings Authority.

Posted on: Jul 31, 2020

Many schools throughout the Indianapolis area have chosen to push back their start dates or have an all virtual start, and it's possible that local or state officials will eventually mandate that all schools follow suit. This fall will bring even more uncertainty into our lives as we send our children back to school. So, what is a working parent to do?

Posted on: Jul 31, 2020

Many schools throughout the Indianapolis area have chosen to push back their start dates or have an all virtual start, and it's possible that local or state officials will eventually mandate that all schools follow suit. This fall will bring even more uncertainty into our lives as we send our children back to school. So, what is a working parent to do?

Posted on: Jul 10, 2020

The brand new IndyBarHQ facility, opened in 2020, boasts meeting spaces now available for reservation! Our flexible meeting rooms feature state-of-the art technology, reliable wi-fi connectivity and easy access via private street-level entrances.

Posted on: Jul 10, 2020

The brand new IndyBarHQ facility, opened in 2020, boasts meeting spaces now available for reservation! Our flexible meeting rooms feature state-of-the art technology, reliable wi-fi connectivity and easy access via private street-level entrances.

Posted on: Jul 7, 2020

When you think about seeing your estate planning clients face-to-face in the coming months, what might that look like under the "new normal?"

Posted on: Jul 7, 2020

When you think about seeing your estate planning clients face-to-face in the coming months, what might that look like under the "new normal?"


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