Trust, Estate, and Gift Planning
Estate planning is the process of providing for the financial needs of an individual during their lifetime and of transferring the remaining property with the minimum amount of tax and expense at death. At Swartz Retson, we are happy to be part of your estate planning team along with your attorney, investment advisor, insurance agent, and family members to assist in the implementation of your estate plan. As one of your most trusted advisors, we can assist with the following in developing a successful Estate Plan:
- Assess or inventory your estate – help identify what assets are
- Review titling of assets
- Assist you with identifying your estate planning goals
- Projection of estate tax liability
- Plan for business succession
- Estate and Trust Administration
- Review wills and trust documents
- Gifting - family, charities, others
- Preparation of Federal Estate, Trust, and Gift tax returns
- Preparation of Indiana Inheritance Tax Return
It’s important that your estate plan be reviewed periodically to ensure that it accomplishes your goals. The effectiveness of prior strategies can change as does your personal situation, financial well being, and tax laws. At Swartz Retson, we are well versed in the latest developments and planning ideas and can help you analyze your situation and work with your advisors to formulate an estate plan that is right for you.
