You have dreams and goals related to your wealth and estate, and the best way to achieve them is through a holistic approach. You’ll have different objectives throughout your life, such as planning for retirement, charitable giving and ensuring your family is taken care of.
Each of these comes with its own unique concerns and needs and addressing them can seem like a big project. You may even be stuck on how to identify your goals in the first place. If you're looking for ideas, opportunities and customized solutions, a review or the creation of an estate plan could be your next step. We are able to review or create your plan from a tax perspective and illustrate how the numbers may play out for your family members under your plan. You'll gain peace of mind knowing your family and estate will be cared for if you map your future plans.
Your needs are complex and require the expertise of many professionals from varying disciplines. But getting everybody on the same page, and harder yet, keeping everyone on the same page, is more work than you want to take on. You need a team—your team—to listen, understand your goals and concerns, answer your questions and ask the questions you didn't think of.
This requires planning, including:
Our professionals will work with you every step of the way to develop a plan that accomplishes your goals. We can help you identify and prioritize your objectives, determine available wealth, plan for success, and value and position your assets to maximize their contribution to your goals. Our holistic approach involves tax professionals, financial advisors, business advisors, estate planners and business valuation analysts who can help you meet your estate planning needs. We will ensure your priorities are understood and implemented cohesively by surrounding you with support and expertise, so we can learn what’s important to you and what makes you unique.
The teamwork in Eide Bailly is unsurpassed. Having each of the functions—the tax preparation, the estate planning, the ESOP, and the wealth management—and to be able to talk to those teams and all be on the same page is a terrific value."
"We got out of our business in 2008 (and that was the big downturn) and we didn’t do anything except try to understand what we should do with our newfound wealth rather than have it in trucks and machinery. Now all of a sudden it’s cash, and that kind of scared us. Eide Bailly’s name came up and one thing led to another and they came out—which was all the way across the state—and listened to our story, came back with a proposal, and it’s been a very good outcome."
Interested in learning more about growth and success, compliance issues, the year ahead and more? Join us for one or all of our educational/informational webinars designed to keep our clients, colleagues and friends informed on innovative business and tax strategies. The tools and resources presented will help individuals and organizations make informed decisions and remain successful in a competitive and ever-changing marketplace.
Our blog will help you stay informed with what's happening in the tax world. We will cover tax issues impacting all types of organizations and the people behind them, from middle-market, closely held businesses to nonprofits and government entities. View our latest blog posts below or subscribe to stay informed.
Principal/Wealth Transition Practice Leader
Are you ready for a holistic plan to transition your wealth?
It all starts with a conversation.