Estate Planning

We can help you with estate planning by helping you identify and distribute assets, settle debts, and pay taxes.

Consider an estate plan if you own:

• A farm or business operation
• Financial accounts
• Insurance benefits
• House, lake cabin or other real estate
• Jewelry

Or if you don’t have:

• A will
• Named Power of Attorney/Personal Representative and guardian for minor children
• A trust to ensure your assets are managed the way you wish even after your death
• Life insurance
• A tax strategy for passing assets to future generations

You may also consider supporting causes you care about including charitable organizations, your place of worship or local community. Don’t forget about the tax implications of passing assets onto your loved ones.