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