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

How Could New FICO Scoring Affect You?

How Could New FICO Scoring Affect You?

A new scoring model from Fair Isaac Corp., the company behind the FICO score, is set to be implemented later this year by Equifax and other major credit bureaus. The popular score is commonly used by lenders to determine your eligibility and interest rate for certain...

Taxes You Could Face in Retirement

Taxes You Could Face in Retirement

As an American worker, relinquishing part of your income to taxes is standard practice, but once you move out of the workforce, much of your retirement income is subject to taxes as well. Below are some possible taxes you could face in retirement. Social Security...

How to Prevent Tax Identity Theft

How to Prevent Tax Identity Theft

The start of a new year is a time for fresh starts and new goals, but it’s also the beginning of the oft-dreaded tax season, which means Tax identity thieves are on the lookout for information they can use in order to create fraudulent tax returns. Here are some tips...

Connect with Your Advisors

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

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