Individual & Family

Estate, Trust, & Gift Tax Services

Planning Ahead

Planning ahead can offer greater control and privacy, which is why estate planning is an essential part of an individual’s overall financial plan. Although estate planning can be complex, an informed and well-designed plan can help ensure that your assets and loved ones are secure.

Our expertise in estate, trust, and gift taxation bring value to you by offering advice and solutions that address your unique needs and our team of experts will work with you in areas of tax compliance and planning so you can focus on and meet your individual and business goals.


Olsen Thielen professionals are highly experienced in the following tax compliance areas:


Olsen Thielen works with individuals, business owners, and executives to understand their goals. We then develop and implement strategies to help achieve those goals and minimize current and future tax liabilities.

Contact a Specialist

Olsen Thielen estate and trust professionals dedicate their time to working with clients to coordinate a plan to protect their assets throughout every stage of their lives. Our team provides guidance to individuals, business owners, trustees, and executors with tax planning, consulting, business succession planning, and fiduciary tax preparation services.

To learn more, contact one of our industry specialists:

Articles & News

Adding kids to your bank account or home deed can create a host of legal, financial, and tax issues that can leave you and your loved ones vulnerable to significant risks and losses. Learn about the issues and alternative solutions to help you achieve your estate planning goals.
VIDEO: Failing to properly fund a living trust is one of the most common errors people make and can lead to unintended consequences and added costs for both the individual and their beneficiaries. In this video, we'll provide an overview of how to properly fund a living trust.
Estate planning is an essential part of financial planning for all individuals, regardless of age or asset level. It can help ensure you have enough money for retirement, minimize your estate taxes and maximize the wealth you pass to your beneficiaries.  This article will outline which documents are essential for


We Value Your Privacy

This site may use cookies to store information on your computer. Some are essential to make our site work and others to improve the user experience. By using this site, you consent to the placement of these cookies and accept our privacy policy.