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Estate Planning

Personalized Estate Planning Strategy

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. Allow our team to align our estate planning strategies with your individual objectives and help you plan for the future.

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Estate Planning Tips to Keep Inheritance Safe for Heirs

Estate Planning Tips to Keep Inheritance Safe for Heirs

Contrary to popular belief, estate planning isn’t just for the wealthy. Your estate includes everything you own, and it’s worth taking the time to plan for what will happen to it. Below we’ll go over steps you can take to be sure your money and assets are kept safe...

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Peter A. McAllister, CPA - Accountant Indianapolis
Daniel L. Kittell, CPA
Stephen E. Reed

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