Legacy Planning Services in Minneapolis
Estate planning is a crucial and often emotional component of your financial strategy. Boulay’s legacy planning services in Minneapolis help you create an estate plan that aligns with your passions and leaves a meaningful impact on the world. Our office is conveniently located in the heart of Downtown, between Target Field and U.S. Bank Stadium, off South 5th Street.
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
Latest Insights
Contact Our Advisors
Boulay’s legacy planning services in Minneapolis assist you in effectively implementing your giving plan. We manage the complex details, allowing you to enjoy the fulfillment of helping others. Contact us today to speak with an advisor and start your planning or review your current plan.