Individual Services

Estate and Trust Services

Protect Your Estate and Trust

Our estate and trust services are designed to help you protect your wealth and transfer as much as possible to your beneficiaries. Let us prepare your estate and trust income tax returns and guide you through the complex process of getting your financial affairs in order, ensuring that your hard work over the years will help you positively impact those you care about the most.

Recent Articles

What the Next Stimulus Package Could Look Like

What the Next Stimulus Package Could Look Like

As Congress begins working on a new coronavirus relief bill, the White House looks to target aid more specifically and cap the overall expense of the package at $1 trillion. Here’s what else we know about a second stimulus package. Direct Stimulus Payment Another...

Could the Coronavirus Lower Home Prices? Well, Maybe.

Could the Coronavirus Lower Home Prices? Well, Maybe.

Since early March, the COVID-19 pandemic has been making a substantial financial impact on millions of people across the country.  With 22 million jobless claims in just one month and a slowly moving economy, many homeowners are left wondering if their properties will...

Connect with Your Advisors

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

How can we help?



get name necklacename necklacepersonalized name necklacecustom name necklacecustom necklacepersonalized necklacesnecklace with namename plate necklacecustomized name necklacephoto necklace