Midest Fiduciary Services

These include trust services, guardianship services, conservatorship, and probate administration services. We provide tax preparation services and fully comply with state and federal disclosure requirements to our clients. In addition, as trustee, we assist clients in developing investment guidelines aligned with goals and objectives of each trust... and the needs of current and future beneficiaries. Examples of goals and objectives that we can reach with clients include: Minimizing taxes Avoiding excessive expenses and delay Protecting beneficiaries Providing benefits for charity Transferring assets from one generation to another Providing disability protection Midwest Fiduciary Services' Trust department consists of experienced specialists with expertise in these complex issues and the laws that govern a diverse array of trusts including: Living (revocable) trusts Irrevocable trusts Charitable split interest trusts Special needs trusts Marital trusts Crummey trusts Family trusts Generation-skipping trusts Testamentary trusts We work with you to examine your situation and identify strategies designed to preserve and pass on your wealth. Our experienced professional are dedicated to meeting the needs of each client and delivering superior, responsive service. Our services include: Trust accounting, record keeping and tax reporting Safekeeping of assets Fiduciary tax return and personal tax reporting Estate administration Philanthropy and Planned Giving IRA administration Specialized fiduciary services, including real estate management and insurance trust administration For FamiliesRead More