Servicing Clients in the Twin Cities and Across the Country

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You have worked diligently your whole life to save for yourself, your family, and/or your business. However, you also need to put a plan in place that will protect what you have worked so hard to build from unforeseen events. With our strategic alliances of CPAs, estate planning attorneys, and lawyers, we will assist you in determining the best strategy(s) to:

  • Avoid undue taxation of your assets
  • Protect your assets from potential creditors
  • Plan for the eventual transfer of your estate to your children, grandchildren, or any gifting strategies or philanthropic endeavors you may have