Boeckermann Grafstrom & Mayer
  • About Us
    • Firm Overview
    • Our Team
    • Our Companies
    • International Affiliation
  • Services
    • Advisory Services
      • Business Valuation Services
      • Entrepreneurial Advisory Services
      • Forensic Accounting and Litigation Support
      • Merger and Acquisition Services
      • Risk Assessment Services
    • Audit and Assurance
      • Audits, Reviews and Compilations
      • Employee Benefit Plan Audit Services
      • Service Organization Control (SOC) Services
      • Peer Review Services
    • Family Office Services
    • Investment Advisory and Personal Financial Planning
    • Outsourced Accounting Services
    • Retirement and 401 (K)
    • Tax Services
      • Business Tax Services
      • Estate and Trust Services
      • Individual Tax Services
      • International Taxation
      • State and Local Tax Services
    • Technology Services
    • Trust Services
  • Industries
    • Agriculture
    • Auto Dealerships
    • Cannabis
    • Contractors and Construction
    • Franchising
    • Health Care
    • Manufacturers and Distributors
    • Medical Devices
    • Not-for-Profit Organizations
    • Professional Service Firms
    • Real Estate Developers
    • Transportation and Logistics
  • News & Insights
    • Articles
    • Blog
    • News
    • Newsletter
  • Client Access
  • Careers
  • Contact
  • Search
  • Menu Menu
  • Twitter
  • Facebook
  • LinkedIn
  • Youtube
  • Tax

    BGM Tax Services

Tax Services >

Business Tax Services >

Estate and Trust Services >

Individual Tax Services >

International Taxation >

State and Local Tax Services >

We offer a complimentary initial consultation for estate and trust services.

CONTACT
Michael Andrews, CPA, ABV
Principal
952-542-2535

BGM Bio Icon
BGM Linkedin icon
Small white Virtual business card logo
BGM Email Icon

Estate and Trust Services

At Boeckermann Grafstrom Mayer we understand the importance of planning for the accumulation, conservation, and enjoyment of your property and assets during your lifetime. We also realize the importance of planning for the distribution of your estate following death.

Our estate planning process focuses on wealth management and preservation, minimizing your tax liabilities, and the interrelationship of estate, fiduciary, and personal taxes. Working with our experienced estate and trust professionals, you will receive personalized service and value-added solutions. We will develop an estate and trust plan that is customized for you and your goals.

We provide a full range of estate planning, trust, and wealth management services, including:

  • Assistance in communicating and discussing your plan with your family
  • Assistance to a surviving spouse or other heirs
  • Development of a lifetime gift program
  • Estimation of estate taxes under current estate plans
  • Identification of family objectives and needs regarding wealth preservation
  • Preparation of estate and trust income tax returns
  • Preparation of federal estate tax returns
  • Review of current wills, trust instruments, and schedules of assets
  • Strategic alternatives to current estate plans and calculation of potential tax savings
  • Valuation of privately-held investments

BGM offers a complimentary initial consultation. Contact Michael Andrews, CPA, ABV, Principal at (952)542-2535 or [email protected] to schedule a mutually convenient meeting.

Estate and Trust Services Blog

See All

2020 Tax Planning for businesses

2020 Tax Planning Opportunity for Your Business

October 23, 2020
Read more
https://bgm-cpa.com/wp-content/uploads/2020/10/2020-Tax-Planning-1-e1603458444594.jpg 1008 1920 [email protected] https://bgm-cpa.com/wp-content/uploads/2022/09/thumbnail_BGM_Logo_Anniversary_350x100_2.png [email protected]2020-10-23 13:17:222021-01-29 14:27:132020 Tax Planning Opportunity for Your Business
Limiting Your Minnesota Estate Tax Liability banner

Limiting Your Minnesota Estate Tax Liability

August 18, 2020
Read more
https://bgm-cpa.com/wp-content/uploads/2020/08/estatetax-1-e1597685544538.jpg 844 1920 [email protected] https://bgm-cpa.com/wp-content/uploads/2022/09/thumbnail_BGM_Logo_Anniversary_350x100_2.png [email protected]2020-08-18 13:56:422021-01-29 15:08:32Limiting Your Minnesota Estate Tax Liability
65 day rule

The 65-Day Rule: Post Year-End Tax Planning for Estates and Certain Trusts

February 7, 2020
Read more
https://bgm-cpa.com/wp-content/uploads/2020/02/hourglass-620397_1920-e1675184598458.jpg 1118 1920 [email protected] https://bgm-cpa.com/wp-content/uploads/2022/09/thumbnail_BGM_Logo_Anniversary_350x100_2.png [email protected]2020-02-07 16:15:202021-02-03 15:47:52The 65-Day Rule: Post Year-End Tax Planning for Estates and Certain Trusts

Contact us to request additional information about our firm or to learn more about our services and specialty practice areas.

CONTACT US

Advisory Services

Audit and Assurance Services

Family Office Services

Outsourced Accounting Services

Tax Services

Careers

Client Access

Contact

News and Insights

Our Team

Stay up-to-date on the latest firm, tax, and regulatory updates by joining our newsletter!

  • This field is for validation purposes and should be left unchanged.
Copyright © 2023 | Privacy Policy | Terms & Conditions | A Member of MGI North America
  • Twitter
  • Facebook
  • LinkedIn
  • Youtube
Scroll to top