Estate & Gift Planning

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Death and taxes; both are inevitable or so the saying goes.  Allow our Estate and Trust Team help you plan for and lessen the tax burden that may occur upon your passing. MCM has extensive experience working with clients both large and small who want to plan for the future. We provide proactive advice designed to give you the peace of mind that your family will not be saddled with an unexpected tax burden upon your death, because we know good planning can help lessen the burden for your family members.

For more information on our estate, trust and gift tax services, review our brochure and contact Vicki Buster, CPA, JD, 502.882.4465.

2006 Kentucky Society of CPAs Outstanding Society Service Award - John Chilton

2003 Kentucky Society of CPAs Distinguished Public Service Award - John Chilton

Certificate of Educational Achievement in Business Valuation - John Chilton

Earned designation as Certified Valuation Analyst (CVA) - Kevin Fuqua

2008 Outstanding Chair, KYCPA Small Business Committee - Stephen Lukinovich

Earned designation as Certified Valuation Analyst (CVA) - Stephen Lukinovich

Certified member of National Association of Certified Valuation Analysts - Diane Medley

Certified Collaborative Law Financial Professional - Diane Medley

Named by Business First in "Who's Who in Accounting/Finance" in 1995 - Diane Medley

Named Woman Business Owner of Distinction in 2004 - Diane Medley

Nominated for MediStar Award, 2007, 2008 - Cris Miller

Certified in Healthcare Compliance, 2007 - Cris Miller

Awarded Honorary Lifetime Membership Montana MGMA, 1990 - Cris Miller

Kentucky Society of CPA's Leadership Academy Graduate - Mark Schmitt

Leadership Frankfort Graduate - Mark Schmitt

Certified Medical Practice Executive - Steve Schulz

Partner in Health Care, Business First, 2007-2010 - Steve Schulz

Honorable Order of Kentucky Colonels - Stephen Schulz