Understanding Estate Planning

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Estate and gift tax planning can benefit both you and your heirs. Do you have an estate plan that arranges for your assets to be distributed the way you wish? Will your heirs benefit from your wise planning that minimizes estate taxes? Do you need an objective party to help review your estate plan to make sure it’s really what you want?

Eide Bailly provides federal and state estate and gift tax planning, and return preparation. We can evaluate an existing plan to make sure it’s working to your benefit, or we can help you establish an estate plan that is customized to your needs. Beyond the planning stage, we provide assistance in preparing tax returns for gained wealth.


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