TRUST AND ESTATE PLANNING TO HELP YOU GET THERE
Our holistic approach to trust and estate planning in Eden Prairie takes into consideration the different objectives you have throughout your life when it comes to charitable giving, retirement planning and caring for loved ones. Our advisors are located at the corner of I-494 and Prairie Center Drive and are ready to help you reduce your tax burden, distribute your assets to the people and organizations most dear to you, and ultimately communicate your wishes. We aim to develop an estate plan that is tailored to these objectives, giving you confidence in the future of your estate.
Our tax professionals, estate planners, financial advisors, and business valuation analysts work with you to:
- Develop a succession plan for your family business
- Write a personal instruction letter for your family
- Plan for lifetime gifts
- Coordinate the implementation of your plan with other professionals (bankers, insurance agents, etc.)
- Review and updates existing plans
- Determine your family needs and liquidity
- Analyze your estate’s assets, including value and objectives
- Determine the impact of will or trust agreements on your family, your financial status, or tax laws
- Estimate the estate tax burden of your estate
- Identify tax saving strategies for your estate
Office Hours
Monday 8 – 4:30 PM
Tuesday 8 – 4:30 PM
Wednesday 8 – 4:30 PM
Thursday 8 – 4:30 PM
Friday 8 – 4:30 PM
Trust and Estate Services
You envision an estate plan that reflects your wishes and ensures financial security for generations to come; our trust and estate planning services are designed to help you get there. Boulay’s trust and estate planning services include:
- Living Trusts
- Irrevocable Life Insurance Trusts
- Grantor Retained Annuity Trusts
- Disclaimer of Inheritance
- Deferred Payment of Estate Taxes (Section 6166)
- Charitable Giving Options including Charitable Trusts
- Family Partnerships
- Trusts for “S” Corporations
- Qualified Personal Residence Trusts
Most importantly, trust and estate planning doesn’t end once all documents are signed. We continue working with you, your family, and your other advisors to put your plan into action, revise it as needed, and provide the necessary reporting.
Estate And Trust Team
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GET A REVIEW OF YOUR EXISTING ESTATE PLAN
Connect with our wealth advisors to determine your family needs and analyze your estate’s assets. Whether you’re still working toward retirement or enjoying your time off, we’ll help develop a comprehensive trust and estate plan for your family.