Estate and Trust Accounting
Estate tax planning
Estate and trust administration
Trusts - irrevocable, marital, living, and land trusts
Trustee services
Gift services
Fiduciary compliance
Retirement planning
Asset protection
Corporate executor services
Established relationships with attorneys and banks
Ongoing administration services
All related tax services and filings
Because many of our clients are family owned businesses, we have developed an expertise in helping families transfer both the human and financial elements involved with these transitions, our clients call us when they need a Fort Wayne certified public accounting firm.