Even if you're not facing estate taxes, planning is crucial to reaching your goals and safeguarding what's important to you.
Bergan Paulsen's estate planning specialists know how to ensure you'll achieve your goals. We work with attorneys, trust officers, investment managers and other trusted advisors to recommend ways to save estate taxes and administrative expenses. Once we've created your estate plan, we'll review it periodically to ensure your goals are being met.
- Estate planning and periodic review
- Retirement planning
- Financial planning
- Estate tax, fiduciary income tax and gift tax return preparation
- Assistance for individual trustees and executors with trust/estate administration
- Business valuation
- Business succession planning
more information, please contact us today.