Tax Services

Our clients tell us that they enjoy having one company they can go to for all of their Tax, Retirement and Estate Planning needs. At Preservation Associates we have the right people with the right knowledge. We have CPA's, tax preparers, Financial Advisors and Elder Law Attorneys all working under one roof for you. Our advisors work together to make sure that your goals are met.

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Estate Planning


Estate Planning allows you to decide while you are alive how your assets will be distributed. With additional planning, you can also protect all or some of your assets from a nursing home.

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At Preservation Associates LLC, we help our clients with Tax, *Estate Planning and Financial Services.

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The Heartland Institute mission is to discover, develop, and promote free-market solutions to social and economic problems. Such solutions include parental choice in education, choice and personal responsibility in health care, market-based approaches to environmental protection, privatization of public services, and deregulation in areas where property rights and markets do a better job than government bureaucracies.

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Veterans Benefits

Most American Wartime Veterans have a paid up Long Term Care Policy from the US Government. Veterans can receive up to $25,440 a year in TAX FREE INCOME if they qualify for this VA benefit. Click Here for more information on VA Aid and Attendance Pension or Call us TODAY at 317-579-1888 and schedule a FREE CONSULTATION and learn if you qualify.


Contact Information

Preservation Associates, LLC

Fax: 317-579-1911
Telephone: 317-579-0093
Location: 7950 N. Shadeland Ave, Suite 300, Indianapolis, IN 46250