Longterm Planning
Peace of Mind Included
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business, farm, and other assets. For business owners, providing business continuity and succession of ownership is essential. We can guide you through the complex process. Estate, Gift, and Trust services offered include but are not limited to:
Federal Form 706 – United States Estate Tax Return
Federal Form 709 – United States Gift Tax Return
Federal Form 1041 – US Income Tax Return for Estates and Trusts
Minnesota Estate Tax Return M706
Minnesota Income Tax Return for Estates and Trusts