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How Much Can I Gift Each Year?

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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.

New Overtime Exemption Rules: What Indiana Employers Need to Know

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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.

Digital Assets and Estate Planning: What You Need to Know

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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

Recent Medicaid Changes in Indiana: What Seniors and Families Should Know

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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

Four Common Beneficiary Mistakes in Indiana Estate Planning

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Choosing beneficiaries for your financial accounts, like retirement funds, life insurance, and bank accounts, seems simple, but mistakes can lead to serious problems. One common pitfall is failing to update your beneficiaries.