Wills, Trusts, Trust Administration, and Probate
We work with our Southwest Minnesota clients, their tax advisors, financial professionals, and others to develop the best estate plan and business succession plan for our clients. We incorporate the clients’ goals with estate tax and income tax efficiency to develop individualized estate plans to protect their assets for themselves and their heirs.
Wills and Probate- Trusts and Trust Administration
- Revocable Living Trusts
- Irrevocable Life Insurance Trusts
- Irrevocable Trusts of all types
- Stand Alone Retirement Trusts
- Minor’s Trusts
- Estate Tax Planning and Returns
- Gift Tax Planning and Returns
- Farm Succession Planning
- Business Succession Planning
- Elder Law
- Powers of Attorney
- Health Care Directives
- HIPAA Authorizations
