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Estate Planning

Minneapolis, Minnesota based estate planning services firm Wealth Enhancement Group helps you develop a plan to accumulate and distribute wealth for your legacy.

Ensuring your legacy.
Estate planning involves every aspect of your life. You need to consider what can happen to you, your health and your family. That means you need to think about future needs and interests as you grow older; how you can best take care of yourself, the causes you support, and the people closest to you.

A plan to accumulate and distribute wealth for your legacy.
A good financial plan accounts for accumulating wealth as well as distributing it — a step that’s often overlooked. In addition, if you own a business, estate planning also involves ensuring that your business will be in good hands after you retire or when you die. There’s a lot to consider about the legacy you leave.

Some of our services include:*

Recommendations on types of legal documents (wills, trusts and power of attorney)
Life insurance: Second-to-Die, Irrevocable Life Insurance Trusts (ILIT), Capital Asset Transfer
Gifting strategies
Charitable giving (trusts)
Family partnerships
Business valuations

*Consult with your advisor to determine the services needed for your situation.

Schedule a Free Estate Review
or Ask Our Specialists a Question

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Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor.

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