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Did You Know?

You are entitled to review a copy of your IRS tax file?

Contact Us to see how to find out what the IRS has on file about you.

About Our Estate Planning Services

Estate planning on your own can be complicated and costly. There is an endless list of things to consider: state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment. Being unaware of your legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers. Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

And we can help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

Midwest Accounting LLC will:

Midwest Accounting LLC can also assist with:

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.

See how the professionals at Midwest Accounting can help you grow your small business, call us today for a free, personal consultation.

219.845.8615

 

 

Midwest Accounting LLC: Business Accounting for Main Street

Services Offered By Midwest Accounting LLC

At Midwest Accounting, Inc., we are committed to delivering the service you deserve. Our team of accountants works one on one with clients in their place of business, bringing our professional services to you.

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