Many people think estate planning is only for those of a certain age, or the extremely wealthy. However, even a simple estate plan can help ensure your family is taken care of and your goals are met. How do you get started? Read on to find out.
You might think it is best to take emotions out of your wealth transfer decisions. Think again.
Take steps now to develop and monitor a financial plan that will help ensure your financial objectives can be met now and in the future.
For many business owners, the value of their company represents a considerable portion of their overall assets. Our professionals have the knowledge and experience to properly determine the value of your business, which is the cornerstone of all wealth management planning strategies.
gift up to $5.45M in 2016without creating a tax liability
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Our Wealth Management team brings together professionals from a variety of disciplines—tax advisors, estate planners, business advisors, financial advisors and valuation analysts—to provide a well-rounded perspective of wealth management. These seasoned professionals offer comprehensive knowledge, objective insights and valuable services. We work closely with our clients to develop tax and financial strategies that will help accomplish their personal, business and charitable objectives and plan for their wealth in a holistic manner.
"As a third-generation president of our family-owned business, I'm especially aware of the importance of proper estate planning and gifting. I rely on Eide Bailly to provide an accurate valuation that helps us stay informed on the status of our business."
Shannon McQuade-Ely, PresidentMcQuade Distributing
Director of Wealth Management
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