Leaving a Legacy
The legacy you have worked so hard to build deserves to be protected. Effective estate and trust planning helps you communicate your wishes, reduce your tax burden and distribute your assets to the people and organizations most dear to you.
Estate and Trust Planning to help you get there
Our holistic approach to estate and trust planning takes into consideration the different objectives you have throughout your life when it comes to retirement planning, charitable giving and caring for loved ones. 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:
- 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
- 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 update existing plans
Estate and Trust Planning Services
You envision an estate plan that reflects your wishes and ensures financial security for generations to come; our estate and trust planning services are designed to help you get there. Boulay’s estate and trust planning services include:
- Living Trusts
- Irrevocable Life Insurance Trusts
- Trusts for “S” Corporations
- Qualified Personal Residence Trusts
- Grantor Retained Annuity Trusts
- Disclaimer of Inheritance
- Deferred Payment of Estate Taxes (Section 6166)
- Charitable Giving Options including Charitable Trusts
- Family Partnerships
Estate and trust 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
Get a Review of your Existing Estate Plan
Boulay’s wealth advisors help 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 plan for your family.
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Get Connected
To learn more about how we can help, contact us by phone at 952.893.9320 or email us.