The recent $1.9 trillion COVID relief bill is planned to be followed by further economic stimulus measures under the Biden administration.  It is widely anticipated that these additional stimulus packages will be paired with proposals for various tax increases on those earning over $400,000 annually.  One such proposal is to increase federal estate tax revenue...Read More

If you have a loved one who is physically or mentally disabled, then you know firsthand how difficult it can be to plan for the future. You may have asked yourself who will care for your loved one when you are gone. Or perhaps you have wondered how you or other family members can leave...Read More

As part of its efforts to implement regulatory reform, the Indiana Legislature has repealed the Indiana Responsible Property Transfer Law (“IRPTL”) effective July 1, 2014.  The repeal of IRPTL eliminates the statutory requirement that sellers of real property disclose potential environmental defects. IRPTL previously required sellers to disclose certain environmental conditions to buyers on the...Read More

Now that we have started a new year, many have set their new year’s resolutions.  Often these focus on short-term health, relationship, emotional, and spiritual goals.  However, 2014 is a great time to address a long-term financial goal: planning your estate affairs.  Sure, it’s easy to put it off for another day, but, unfortunately, we...Read More

In 2013, capital gains tax rates are scheduled to increase to 20%, up from the current rate of 15%.  In addition, the so-called “Medicare surtax” of 3.8% will be assessed against net investment income, which will include taxable gains on the sale of “passive” investment real estate.  Due to this anticipated increase in tax rates,...Read More