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.

TAX COMPLIANCE SERVICES

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

ADDITIONAL SERVICES

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

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
A life insurance trust is an estate planning tool for maximizing the value of an estate passed to one's heirs. Learn how a life insurance trust works and how it may help you protect wealth.
The Federal government has proposed legislation and the state of Minnesota has enacted legislation that may affect your tax situation.  In this article are highlights of four hot-topic tax items to keep an eye on.
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