Estate and Trust Accounting

We have decades of experience in helping successful individuals develop and implement asset protection, trust, and estate plans that enable you to achieve your goals and maximize what beneficiaries receive. Good estate planning is more than just having a will. It’s about having a comprehensive plan to protect, grow and preserve your wealth and assets for future generations.

Our CPA firm doesn’t just draft your estate plan. We help you identify coordinate our work with other advisors, including your attorney, insurance agent or others, that you need in order to implement the plan and see results.

We are experts at developing comprehensive estate and trust plans, planning for business continuation, wealth planning and minimizing estate taxes.

If you have further questions, we invite you to call our office at 219-464-7710 and ask to speak with Gerald Winters about our accounting, tax planning and advisory services for estates and trusts. There is no cost or obligation for the introductory consultation.

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Services for

Estates, Trusts, Valuations, and More

We offer a broad range of accounting services designed to help attorneys, from estate and trust tax compliance to business valuations and succession planning.

Support for

Tax Planning for Trustees

Our experienced firm can assist you, as a trustee, with services including fiduciary accounting, litigation support, estate and trust administration, and more.

Planning for

Saving You More on Taxes

We can develop proactive tax planning strategies to help you keep more money for your family's future. We can also help with estate planning.

Elder Care
Planning Services

Estate Planning for Elders

We're knowledgeable about elder law, so we can help you and your loved ones prepare for issues such as Medicaid planning, estate administration, guardianship matters, and more.

Accounting Resources

Visit our Tax Center, track your refund, use calculators, get tax tips and more.

Tax Tip Articles

We publish tax tip articles on range of topics from retirement planning to taxes and more.

Secure File Sharing

Click here to upload files to our accounting firm quickly and securely.