Tax & Estate Planning

Our skilled professionals at MN Wealth will collaborate with your tax expert to proactively apply advanced tax planning techniques. These techniques may include cash balance plans, captive insurance companies, and back-door Roth contributions, among others.

Estate planning demands a targeted approach to account titling, asset protection, and risk mitigation. At MN Wealth, we facilitate these discussions among you, your CPA, and your estate planning attorney. Not everyone requires a complex estate plan, but everyone should be confident that their hard-earned benefits will be transferred as they desire after their passing.


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We can assist you in identifying key strategies that can help minimize your tax liability.

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We will work with your tax professional to implement tax planning techniques.

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Targeted Approach

We coordinate discussions between you, your CPA and your estate planning attorney to protect your assets and mitigate risk.

Unlock the path to financial prosperity and peace of mind—schedule a consultation with our wealth management experts now.