Comprehensive Trust and Estate Planning for Your Financial Future
Our Downtown Minneapolis team, located between Target Field and U.S. Bank Stadium off of South 5th Street, offers a holistic approach to trust and estate planning that is tailored to your unique objectives. Whether it’s charitable giving, retirement planning, or ensuring the well-being of your loved ones, our team of advisors is here to guide you every step of the way. Our goal is to help you reduce your tax burden, efficiently distribute your assets to your chosen beneficiaries, and ensure that your wishes are communicated clearly.
Our team of tax professionals, estate planners, financial advisors, and business valuation analysts collaborate closely 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 Tailored to Your Needs
You have a vision for your estate plan, one that secures financial well-being for future generations. Boulay’s trust and estate services are designed to help you bring that vision to life. Our services encompass a range of options, including:
- 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 is an ongoing process. Our team continues to work closely with you, your family, and your other advisors to implement and adapt your plan as your needs change, providing the necessary reporting and support through all stages of life and beyond.
Estate And Trust Team
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GET A REVIEW OF YOUR EXISTING ESTATE PLAN
Connect with our wealth advisors to assess your family’s needs and evaluate your estate’s assets. Whether you’re actively planning for retirement or enjoying your well-deserved time off, we are here to help you develop a comprehensive plan tailored to your family’s specific goals. Take the first step towards securing your financial future. Contact us to start your review today.