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:
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.
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
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:
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.