Whether you are planning ahead to minimize estate taxes, it can be a difficult time in your life. 

We help simplify the process by:

  • providing the knowledge that you need to make informed decisions in planning your estate
  • assisting in the preparation of the correct forms to be certain that your tax planning does what you intend it to do and you know that the federal and Minnesota gift tax returns are accurately prepared

We ask the questions needed to ensure that all the I’s are dotted and T’s are crossed and the appropriate elections are made when you are making gifts so your estate plan works out the way you intend.

Contact us today.