Legacy Planning Services in Eden Prairie
Estate planning is a critical—and sometimes emotional—component of your overall financial plan. Boulay’s legacy planning services in Eden Prairie empower you to use your estate plan to leave a legacy by supporting your passions and helping change the world. Our office is conveniently located at the corner of I-494 and Prairie Center Drive.
Tax efficiency, simplicity and flexibility make naming a charitable organization a great starting point. Our advisors provide practical strategies and legacy planning services tailored to help business owners, entrepreneurs, executives, and affluent families successfully design and implement a legacy plan, achieve charitable goals and utilize tax benefits.
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
OUR SERVICES
Wealth Transfer Strategies
As a high-net-worth individual, you know your wealth will have a significant impact for future generations. To ensure that as much of your money as possible goes to your family or charity (rather than taxes), Boulay’s legacy planning services help you create a strategic plan for the future of your assets.
- Grantor Retained Annuity Trust (GRAT)
- Qualified Personal Residence Trust (QPRT) Preparation
- Intentionally Defective Trust (IDT/IDGT)
- Spousal Limited Access Trust (SLAT)
- Irrevocable Life Insurance Trust (ILIT)
- College 529 Gifting Strategy
Charitable Giving
Charitable giving allows you to leave a legacy while supporting your passions. Our advisors offer practical charitable planning strategies that help you achieve your legacy goals, utilize tax benefits and create a lasting impact.
- Private Foundations
- Donor-Advised Funds
- Charitable Lead Trusts
- Charitable Remainder Trusts
Beneficiary Designations
A pivotal aspect of our legacy planning services is deciding who will inherit your wealth after your passing. Whether it is an individual, charity, trust, or estate, Boulay provides support in assessing your options and making beneficiary designation decisions that reflect your legacy intentions.
Wealth Generation Planning
Generational wealth planning involves more than just growing your wealth today; it requires preparing your beneficiaries for their inheritance in the future. Boulay’s legacy planning team helps create a comprehensive plan outlining how your beneficiaries should address and manage your wealth after you’re gone.
Trustee Support
As a trustee for a family or charitable trust, you hold numerous fiduciary and administrative responsibilities for the trust’s beneficiaries. Our team assists you in managing these duties by providing fiduciary consulting and accounting and tax compliance services.
- Investment Advisory
- Comprehensive Financial Planning
- Trust Accounting (Reporting & Bookkeeping)
- Tax Compliance & Preparation of Trust Tax Returns
Legacy Planning Services Advisors
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Contact Our Advisors
Boulay’s legacy planning services in Eden Prairie help you effectively implement your giving plan. Let us take care of the complex portion of the planning so you can enjoy the feeling of knowing you’re helping others. Contact us today to speak with an advisor to start your planning or review an existing plan.