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Monday-Friday 8 AM – 5 PM

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PERSONAL SOLUTIONS

Estate Planning

We specialize in providing a estate planning financial services for individuals and families.

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Our Expertise

We help you navigate the complex world of finance.

At Donovan CPAs, our estate planning expertise ensures that your financial legacy is protected and managed according to your wishes. We work closely with you to understand your unique goals, providing guidance on preserving and transferring assets, minimizing tax burdens, and securing the future for your loved ones. With a compassionate approach and years of experience, our team offers the clarity and support needed to navigate complex estate planning decisions, giving you peace of mind and confidence in your legacy.

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Services We Offer

Wills & Trusts

We help create wills and establish trusts to ensure your assets are distributed according to your wishes and provide for those you care about most.
We also provide guidance on effective gifting strategies, allowing you to transfer assets to family members and charities in a tax-efficient manner during your lifetime.

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Healthcare Directives & Powers of Attorney

We assist in setting up healthcare directives and powers of attorney to ensure your healthcare and financial matters are managed according to your wishes if you become incapacitated.

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Probate & Estate Administration

Our team provides support with probate and estate administration, guiding your loved ones through the process to ensure your estate is handled efficiently and in compliance with legal requirements.

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Who you'll be working with

Get to know the team that will be your strategic support system 

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Jeffrey M. Donovan

CPA, CVA, MAFF – Partner and Firm Visionary

Jill A. Moraga

CPA – Manager, Tax Services

Neal R. Stegemiller

CPA, CGMA – Partner, Director of Tax Services

Ensuring you’re in command of your money

Maintain control of your financial legacy with strategic estate planning that maximizes your assets and aligns with your goals.

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Asset Protection

Safeguard your wealth from excessive taxes and ensure it’s preserved for future generations.

Efficient Wealth Transfer

Seamlessly transfer assets to loved ones or charitable causes with minimized costs.

Personalized Gifting Strategies

Optimize your lifetime giving through tax-efficient methods that support family and charities.
TESTIMONIALS
"As an early-stage company, it’s important that I spend my time on the areas where I contribute the most value to growing my business. Donovan made it easy to stay focused on the business while advising me on practical tax strategy. I count on the Donovan team as an important partner to identify opportunities and avoid the “gotchas” of starting a new venture.”
James MartinVenue Intelligence
"Hope Healthcare Services has worked with Donovan CPAs for many years—in tax filings and the production of financial statements. Their expertise and work quality is great, but the relationship goes beyond that of vendor-client. Donovan has been a trusted partner with Hope Healthcare through these years, often going the extra mile on our behalf. I can happily recommend them.”
John MollaunHope Healthcare Services
"Donovan has consistently provided us outstanding audit, tax and consulting services. They are a highly valued, trusted partner in supporting the growth of our business. Their expertise is diverse. They possess a highly experienced and competent staff that is always responsive to our needs."
Todd SchnitziusCo-Founder/Managing Partner, Phocatox Technologies
"Wolfe Diversified switched from a large regional CPA firm to Donovan in 2014 for consulting and our company audit and tax work. We lowered our cost and received very high quality work and great service. We have been very happy with our decision to move to Donovan and believe it has benefited our business."
Chad WolfePresident, Wolfe Diversified
"As the Hendricks County 4-H Fairgrounds and Conference Center has grown into a diverse business with more than 250 events throughout the year, we have relied on Donovan Certified Public Accountants expertise for the past 10 years. Donovan truly understands our business and we feel great knowing their financial experts are an extension of our staff."
Steve PattersonExecutive Director, Hendricks County 4-H & Agricultural Fair Association
"Donovan understands the challenges that small businesses face every day. For close to 30 years, their financial guidance has made a huge impact on our short and long-term success at Spear Corporation. Donovan continues to help us achieve our goals to grow our company and maximize our profits. They have been a true partner in everything we have accomplished at Spear Corporation."
Brian SpearPresident, Spear Corporation

Estate Planning FAQs

When should I start estate planning?

It’s never too early to start; beginning your estate planning allows you to make informed decisions and ensure everything is in order, regardless of life changes. Get started today.

It’s recommended to review your estate plan every few years or after major life events, like marriage, the birth of a child, or significant financial changes.

Estate planning is essential for ensuring your assets are distributed according to your wishes, minimizing taxes, and providing financial security for your loved ones.

We're ready to help. Contact us today!