Blog & Updates

The toughest part of an estate plan may be just getting started. Taking the time to think through what you want and what is best for your loved ones and heirs can be a difficult, but rewarding, task.

A gifting trust is an estate planning tool that allows you to take advantage of the Federal gift tax exemption ($19,000 for 2025) to transfer wealth to your loved ones, while also allowing you to retain control of how and when the gifted funds are used.

With Christmas and the end of the year approaching, I am often asked how much gifting can or should I do. The IRS has set an annual gift tax exclusion amount of $18,000.00 per person for the 2024 tax years.

Earlier this year, Beers Mallers provided a post about a change in the overtime rules imposed by a new regulation issued by the United States Department of Labor. On Friday, November 15, 2024, a federal judge in Texas vacated the rule.

As life becomes increasingly digitized, it is more important than ever to consider digital assets when planning your estate and drafting your estate planning documents

The rules around qualifying for Medicaid in Indiana changed drastically beginning in July 2024. The two biggest changes center around IRAs and Personal Services Contracts. Prior to July 1, 2024, any