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

Is Social Security Headed for Bankruptcy?

Is Social Security Headed for Bankruptcy?

Beginning next year, for the first time in 39 years, Social Security is projected to dispense more money than it takes in, which means that the money being collected by the program will soon not be enough to cover the benefits being paid out. Does this mean that...

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?