Three significant changes were recently made to Indiana Inheritance Tax laws:  (i) increases the exemption amount “Class A” recipients can receive from a decedent before inheritance tax is assessed; (ii) expands the definition of the “Class A” recipients; and (iii) begins a gradual phase-out of Indiana inheritance tax over a 9-year period.  These changes are...Read More

On June 7, 2012, KDDK partner Allison K. Comstock presented “Financial Check-up After a Loss” as part of the “Passages” program from Browning Funeral Home.? The seminar covered practical financial steps to take following the loss of a loved one, and estate planning, financial and long term care considerations for the surviving spouse.Read More

On February 13, 2012, Allison K. Comstock participated as a panelist speaker for the Evansville Estate and Financial Planning Council.  Allison provided an update on the current federal estate and gift tax environment and potential changes for 2013, the anticipated phase-out of the Indiana Inheritance Tax, and gifting and estate planning opportunities for 2012. For...Read More