Trust, Estate, and Gift

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.

Need Trust, Estate & Gift Assistance?

Contact Us

Email, call, or visit our office

235 East 86th Avenue
Merrillville, IN 46410

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Our mission is to provide timely, professional, and ethical business advisory services to our clientele, be actively involved in our community and promote professional and personnel in a working environment that encourages initiative, innovation and teamwork


235 East 86th Avenue
    Merrillville, IN, 46410

Swartz Retson Northwest Indiana CPA Firm is trusted by clients in Lake County Indiana communities including Crown Point, Dyer, East Chicago, Gary, Hammond, Highland, Hobart, Merrillville, Munster, Schererville, and St John; and Porter County Indiana communities including Chesterton, Portage, and Valparaiso.


We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;
  • Information about your transactions with us, our affiliates, or others;
  • Information we receive from a consumer-reporting agency.

  • We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

    We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

    If you have any questions about this policy, please do not hesitate to contact us.

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