Legacy Planning Services in Mankato
Estate planning is an essential and often emotional part of your financial strategy. Boulay’s legacy planning services in Mankato enable you to create an estate plan that supports your passions and makes a meaningful impact on the world. Our office is conveniently located on Madison Avenue.
Tax efficiency, simplicity and flexibility make naming a charitable organization a great starting point. Our advisors offer practical strategies and legacy planning services designed to help business owners, entrepreneurs, executives, and affluent families create and implement a legacy plan, achieve charitable goals, and maximize 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 Mankato help you effectively implement your giving plan. We handle the complex aspects of planning so you can enjoy the feeling of knowing you’re helping others. Contact us today to speak with an advisor and start your planning or review an existing plan.