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Estate, Gift, and Trust

    Services_Tax_Estate-Tax_Header

    Strategic Estate Planning Services

    On the long list of priorities in your life, estate planning and strategic wealth transfer may not be at the topโ€”but they should be. As a business owner or high net worth individual, this is an opportunity for you to be in control and protect your assets. You get to create your own legacy and determine how, and to whom, your assets are distributed for both current and future generations. After all, the last thing you want is to leave your heirs with is a high tax burden, expensive court proceedings, or wrangling over the best way to handle your accumulated wealth.

    Dedicated Wealth Transfer Adviser

    A dedicated Redpath and Company adviser focused only on estate planning provides you with a resource you can turn to throughout the year. By working closely with your client manager and through candid conversations with you, your adviser will truly understand your business and family dynamics. Youโ€™ll get more attention to develop a strategic wealth transfer plan that balances your short and long-term goals and includes your business as a key component of the plan.

    Estate Planning Made Simple

    Developing a strategic and long-term estate and wealth transfer plan does not have to be a time-consuming exercise. Your Redpath and Company adviser will work with you to develop a customized, yet simple plan based on your personal and business goalsโ€”and explain what wealth transfer tools may be appropriate for you. You might only want to address one to two critical or immediate needs. Then, with each annual review, you can adjust and build out the estate plan as your goals and financial position evolves.

    Speak with a Team Member

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    Specialized Services

    Wealth Transfer Planning and Estate Tax Exposure Calculations

    Estate, Gift, and Trust Tax Planning and Compliance

    Charitable-Trust Compliance and Planning

    Foreign-Trust Reporting and Compliance

    Internal Revenue Service and State Examination Assistance

    Redpath Insights

    Jonathan Fortin

    Director, Estate, Gift, & Trust SAL

    Email: jfortin@redpathcpas.com

    Phone: 651-478-1508

    Read Bio

    Contact Jonathan Fortin

    redpath white logo We know you have many options when it comes to accounting firms in St. Paul or the Twin Cities area, and we know weโ€™re not the right fit for everyoneโ€”but when youโ€™re ready to start a conversation, weโ€™ll be ready to listen.

    Contact Info

    • 55 East Fifth Street, Suite 1400
      St. Paul, MN 55101
    • 4810 White Bear Parkway
      White Bear Lake, MN 55110
    • (651) 426-7000

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    • About Us
      • Meet the Team
      • Proven Process
      • Associations
      • Philanthropy
    • Industries
      • Construction, Real Estate, and Engineering
      • ESOP Companies
      • Government
      • Manufacturing & Distribution
      • Nonprofit
      • Technology
    • Services
      • Accounting Services
      • Audit and Assurance
      • Tax Services
        • Business Tax
        • Personal Tax
        • International Tax
        • Estate, Gift, and Trust
        • State and Local Tax
        • Sales and Use Tax
      • Advisory Services
        • Transaction Advisory Services
        • Valuation Services
        • Employee Benefits
    • Careers
      • Opportunities
      • Experienced
      • Campus
        • Summer Experience
        • Internships
    • Thought Leadership
      • Blog
      • Events
      • Videos
      • ๐—•๐—ข๐—ง๐—ง๐—ข๐— ๐—Ÿ๐—œ๐—ก๐—˜ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฌ
      • ๐—•๐—จ๐—ฆ๐—œ๐—ก๐—˜๐—ฆ๐—ฆ ๐—ฉ๐—”๐—Ÿ๐—จ๐—”๐—ง๐—œ๐—ข๐—ก
      • ๐—˜๐— ๐—ฃ๐—Ÿ๐—ข๐—ฌ๐—˜๐—˜ ๐—ข๐—ช๐—ก๐—˜๐—ฅ๐—ฆ๐—›๐—œ๐—ฃ (๐—˜๐—ฆ๐—ข๐—ฃ)
    • Contact Redpath
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