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  • T: 317.573.1777
  • F: 317.573.1799
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  • F: 765.288.0380
  • TF: 888.797.3707
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  • Carmel Office
    11611 N Meridian St Ste 600 Carmel, IN 46032-7118 T: 317.573.1777 F: 317.573.1799 TF: 800.259.0847
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    400 S Walnut St Ste 100 Muncie, IN 47305-2482 T: 765.288.0362 F: 765.288.0380 TF: 888.797.3707
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The three T's of effective trustees
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
Did you know 529s are powerful estate planning tools?
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle
Read
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Leave a legacy that goes beyond money
Share something of significance and pass on so much more than money.
Estate & Giving
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Family & Lifestyle
Read
The importance of a good paper trail
Living life and facing death can be liberating (and it doesn’t have to be difficult).
Estate & Giving
Watch Video
The Giving Pledge, enduring generosity and charitable change
Billionaires’ public pledges make headlines, but strategic and impactful philanthropy isn’t exclusive to celebrities.
Estate & Giving
Read
“No kids” shouldn't mean “no estate plan”
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving
Out-of-the-box alumni donations
Think beyond checks, endowments and scholarships. Explore alumni donations that have truly broken the mold.
Family & Lifestyle
Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Always here for you
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  • Carmel Office 11611 N Meridian St Ste 600 Carmel, IN 46032-7118
  • T 317.573.1777
  • F 317.573.1799
  • TF 800.259.0847
  • Map & Directions
  • Map & Directions
  • Muncie Office 400 S Walnut St Ste 100 Muncie, IN 47305-2482
  • T 765.288.0362
  • F 765.288.0380
  • TF 888.797.3707
  • Map & Directions
  • Map & Directions
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