Estate, Tax & Charitable Planning
Our services include (but are not limited to):
– Wills & Trusts
– Estate & Probate Administrations across Indiana
– Wealth Preservation Planning
– Charitable Gift Planning
– Federal & State Tax Planning & Return Preparation- income, estate & gift taxes
– Real Estate Issues
Representative Client Work
Our clients range from young couples making their first wills to nonagenarians doing gift and estate tax planning. We handle all sizes of estate administrations and trusts as well as enjoys creating and counseling family foundations. We help plan for current legal needs and a future legacy, including a smooth transfer of assets when the time comes. With experience in financial & investment planning as well as real estate, we can counsel on and address many related legal needs. Other professionals refer their estate and trust tax return work to this firm.