Bergan Paulsen’s estate planning specialists know how to ensure you’ll achieve your goals. We’ll listen to your needs and recommend ways to save estate taxes and administrative expenses. Even if you’re not facing estate taxes, planning is still crucial to ensuring your wishes are met.

We’ll listen to your goals, analyze data and make recommendations. We’ll work with attorneys, trust officers, investment managers and others on your behalf. Once we’ve created your estate plan, we’ll review it periodically to ensure your goals are being met.

Estate planning services include:

• Estate planning and periodic review
• Retirement planning
• Financial planning
• Estate tax, fiduciary income tax and gift tax return preparation
• Assistance for individual trustees and executors with trust/estate administration
• Business valuation
• Business succession planning