About Us
You can establish an estate plan to manage your assets and carry out your intentions as they relate to your family, charitable intentions, and tax avoidance. An important aspect of this plan is determining who will serve as your agent to manage your affairs in the event of your incapacity or death.
With more than 100 years of experience in providing trust and fiduciary services, we understand the importance of efficiently managing your affairs and to avoid unnecessary expense and conflict among family members.
Midwest Fiduciary Services provides a comprehensive range of services tailored to your unique circumstances. 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