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Legacy And Estate Planning

Planning ahead is one of the most important decisions you make to ensure you legacy lives on.

We prefer to pull back the curtain on your Estate and Legacy Planning.  Too may Americans are embarrassed discussing money so we help facilitate family discussions with our clients so that everyone knows the long term plans. 

We can assist you with gifting, legacy planning, estate planning and more.  If you and your loved ones are ready to solidify the plan, and have an open discussion about money we are here to help.  Please contact us (612) 824-1107 to start the planning process.  

Wills and Trusts

We will coordinate with your estate planning attorney to align your investments with your goals.  

Gifting Strategies and Legacy Planning

We will help build a gifting strategy to maximize the benefit to you and your heirs.  

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.