Wealth Management & Financial Planning

SCOTUS adds IRA dispute in effort to avoid future chaos

January 15, 2014
Marilyn Odendahl
In agreeing to hear an appeal on the question of whether retirement funds remain retirement funds after they are inherited, the Supreme Court of the United States seems to be acknowledging that what is today a rare question could arise more often as the population ages and more parents leave money to their children.
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Duncan: Learn these estate planning changes

January 15, 2014
After many years of complete uncertainty with the federal estate tax, there is now a law in place that provides some level of predictability. Further, in 2013, Indiana repealed its inheritance tax. Indiana’s inheritance tax was known as one of the most onerous of all the states and resulted in many snowbirds making Florida their permanent home.
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First Merchants Bank accused of overdraft fee violations

May 29, 2013
Chris O'Malley
A lawsuit alleges that Muncie-based First Merchants Bank manipulated the timing of customers’ transactions to cause their checking accounts to bounce more frequently, generating millions of dollars in overdraft fees.
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Reagan administration counsel to participate in symposium at McKinney

March 18, 2013
IL Staff
A former Reagan administration official will join the group of academic, government and business leaders making presentations next month at Indiana University Robert H. McKinney School of Law’s symposium on the Law and Financial Crisis.
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Smartphones replacing cash

January 16, 2013
Mobile payments are becoming popular, but consumers must proactively protect against fraud.
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Confronting shrinking interest rates

January 16, 2013
Kathleen McLaughlin
Investment strategists: Don't assume fixed-income means no risk
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