ESTATE, TRUST, & GIFT

Trust & Estate Tax Planning in Minneapolis & St. Paul

Planning ahead is essential to securing your legacy. Professional estate and trust tax planning services will help you guarantee the financial security of your loved ones by ensuring that everything is in order with the assets you hope to pass down. By working with experienced estate accountants, you can develop an informed, organized plan for your estate, trust, and family gifts.

PLAN. PROTECT. PROVIDE.

Effective estate, trust, 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 and other assets. For business owners, planning for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. Our estate plans are carefully crafted to reduce potential tax liability and maximize wealth transfer, and we ensure proper execution through detailed compliance reporting.

Estate & Trust Tax Compliance Services in the Twin Cities Metro

  • Estate & Trust Consulting – Our team will advise you on strategies to structure your estate and trust to meet financial, legal, and tax requirements.
    • Estate Planning – Our estate accountants develop a comprehensive plan to manage and distribute your estate according to your wishes while minimizing your tax liabilities.
    • Wealth Transfer – Our CPAs devise strategies to efficiently pass assets to your heirs or beneficiaries with minimal tax impact.
    • Risk Management & Mitigation – Our estate accountants identify potential legal and financial risks in estate plans and implement strategies to reduce them.
  • Estate & Trust Annual Income Tax Return – We’ll prepare and file annual federal and state income tax returns for your estate and trust.
  • Annual Estate Tax Returns – You can rely on us to file annual estate tax forms and pay any applicable federal or state estate taxes.
  • Estate & Trust Final Returns – When an estate or trust ceases to exist or all assets are distributed, our team will complete and file the concluding income tax returns.
  • Family Gift Planning & Gift Tax Returns – We can structure tax-efficient gifting strategies for family wealth transfers, as well as preparing required gift tax filings such as IRS Form 709.

 

Expert Estate & Trust Accountants Near You

From estate tax preparation to maximized wealth transfer strategies, our CPAs can provide all the support you need. Reach out to DHA CPAs today if you’d like to schedule a consultation with our estate accountants in the Minneapolis-St. Paul area including Eden Prairie and surrounding cities!

REFERENCE GUIDES

Personal Representatives – Estates
Estate Planning, Wills, Probate, and Transfer of Assets
Estate Tax Form 706
Gift Tax

Looking for more? Check out our Reference Library for additional guides on tax and consulting topics.

“DHA helps us [First Fiduciary Corporation] prepare the majority of tax filings on behalf of our clients in a fiduciary capacity. We recommend DHA for their knowledge and experience working with fiduciaries, conservatorships, and estates and trusts. They have
been instrumental in helping us organize our files and submit paperwork for timely and accurate tax submissions, minimizing our
liability. DHA provided us with an organizational tool that gives a comprehensive view of tax filings and comparisons to previous years
to make sure income and deductions aren’t missing. The staff is extremely responsive to our requests and unique needs, and they meet
with us each year to help streamline our processes and improve communications between DHA and FFC, which we appreciate.”
-Eric Jonsgaard, First Fiduciary Corporation

LET’S START A CONVERSATION

We’d love to meet you, talk about your financial goals,
and see if we’re the right fit to help you get there.

952.448.4220