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Surviving Spouse Services

Losing a spouse or partner can be a monumental challenge emotionally, physically and mentally. It also comes with a long to-do list that can seem daunting and overwhelming to tackle on your own. MCM has the services and expertise necessary to help you with this difficult process. Our professionals are the partners you need to navigate the tough terrain.

 

Our surviving spouse services include:

  • Surviving spouse consulting
  • Management of family checkbook
  • Records maintenance for tax preparation
  • Document & record management
  • Tax record preparation for domestic employees
  • Tax consulting
  • Budget & financial statement preparation
  • Estate & gift planning
  • Family consulting & education
  • Advisor meetings & preparation
  • Succession planning & consulting
  • Charitable gift planning

 

Lean on MCM to deliver the services you need. For more information, contact Vicki Buster, CPA, JD at 502.882.4465.

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Personnel Profiling joins MCM

Effective July 1, 2014, Personnel Profiling, Inc. has joined the team at Mountjoy Chilton Medley, Kentucky’s largest CPA & advisory firm. With MCM, we’ll continue to offer the same top notch HR assessments, services and tools, now coupled with a greater breadth of in-demand expertise and services. You can now find the PPI main office and staff at MCM’s downtown Louisville headquarters.

Read About The Merger Continue to MCM's Website