Profile
Comprehensive Elder Law and Financial Planning
Tradewell Tax & Financial offers a unique and holistic approach to future planning in Fort Wayne, Indiana. Unlike traditional firms that handle legal and financial matters in silos, Tradewell brings them together under one roof. The firm integrates the expertise of Elder Law Attorneys, Enrolled Agents (tax professionals), and Fiduciary Investment Advisers to create comprehensive strategies for their clients. This ”one-stop-shop” model is particularly beneficial for retirees and pre-retirees who need to align their estate plans with their financial realities. If you want to find a lawyer who works hand-in-hand with your financial planner to ensure your assets are protected from long-term care costs and unnecessary taxes, Tradewell Tax & Financial is the innovative partner you need. 📊
Legal and Estate Services
The firm’s legal division focuses on protecting your legacy and ensuring your wishes are honored. Their key legal services include:
- Elder Law: Navigating the complexities of Medicaid eligibility, nursing home planning, and asset protection for seniors.
- Estate Planning: Drafting wills, trusts, and powers of attorney that work in harmony with your financial goals.
- Tax Planning: Legal strategies to minimize tax liabilities for estates and businesses.
- Probate Avoidance: Structuring assets to ensure a smooth transfer to beneficiaries without court interference.
By having attorneys and financial advisors on the same team, Tradewell eliminates the disconnect that often happens when professionals don’t communicate. This ensures that your legal documents actually reflect your financial portfolio and retirement needs. ⚖️
Client-Centered Philosophy
Tradewell Tax & Financial is committed to acting in your best interest. As a firm with fiduciary standards for investment advice, they prioritize transparency and trust. They understand that planning for the future can be overwhelming, so they strive to make the process educational and empowering. Whether you are concerned about running out of money in retirement or worried about how to pay for a nursing home, their team provides clear, actionable answers. If you need to order a lawyer to review your trust or estate plan, their integrated approach ensures no detail is overlooked.
Convenient Downtown Location
The office is located at 130 West Main Street, Suite 100, in downtown Fort Wayne. This central location makes it easy for clients from across the region to access their services. The team is available Monday through Friday to help you build a secure future. 🏢
Specializing In
Elder Law Estate Planning Tax Minimization
Address & Location
130 W Main St, #100, Fort Wayne, IN 46802
Building Location
Located in a professional commercial building on West Main Street, in the heart of downtown Fort Wayne. It is situated near the intersection with Harrison Street.
Suite Access
The office is in Suite 100 on the Ground Floor, offering direct and easy access from the street or parking area.
Parking Details
Metered street parking is available. Several paid public parking lots are nearby.
Public Transit
Serviced by Citilink bus routes at the central station.
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