Hard-earned assets can go to waste without effective estate and financial planning. Without an estate plan, what you have worked a lifetime to achieve will be distributed according to state law in the event of your death, and not necessarily according to your wishes.

To make sure your assets are distributed correctly and to minimize the tax burden of your beneficiaries, an estate plan is critical. The Bauknight Pietras & Stormer estate planning team takes a hands-on approach to developing and implementing strategies that will help to ensure your assets will be preserved and distributed according to your intentions. We can help:

• Set your personal goals and objectives
• Estimate your net worth
• Preserve and build your wealth
• Establish a charitable giving plan
• Ensure adequate retirement income
• Determine insurance needs
• Minimize estate and other tax liabilities
• Maximize trust, gifting and planned giving benefits
• Plan efficient transfer of your assets
• Monitor and adjust your estate plan
• Utilize an assortment of planning vehicles like family limited partnerships, trusts and charitable entities.  

Bauknight Pietras & Stormer can advise you on how to make the most of your giving. Leveraging our highly experienced staff and keen negotiation and planning skills, we show our clients the ropes and educate them on the available tax breaks. Our goal is to put more money in your pocket and your beneficiaries’ pockets according to your wishes.

We also can assist you in planning for the long-term. While we want the greatest values of your assets transferred to your beneficiaries in an organized and efficient manner, we also want our clients to be able to fully enjoy the assets they’ve acquired in their lifetime during their retirement, or to oversee a smooth transition of a family-owned business to the next generation.