• 612-466-2716 / 888-946-4749
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Legacy

Making a difference


We can help with:

  • Charitable giving
  • Establishing a donor advised fund
  • Reviewing multi-generational strategies
  • Establishing charitable trusts
  • Establishing a foundation in your late spouse’s name
  • Establishing 529 plans for children and/or grandchildren


Note: There is no charge for our services.