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Home   /   Services   /   Estate Planning and Wealth Transfer

  • Services
  • Benefit Planning
  • Business Owner Services
  • Educational Planning
  • Estate Planning and Wealth Transfer
  • Executive Benefit Strategies
  • Insurance and Risk Management
  • Long-term Care and Elder Care Planning
  • Organizational Services
  • Retirement Planning
  • Tax Planning
  • Wealth Management

Estate Planning and Wealth Transfer Services

Nothing is more valuable than your peace of mind.

When your estate planning is in order, you feel at home. At Greater Midwest Financial Group, we systematically work with you to pursue your goal of preparing for the future.

Get estate planning guidance and support from our team of financial providers. We’ve worked through many law changes and challenges over the past few decades, and we’re dedicated to working closely with you, your attorney and/or our alliances with estate tax experts to provide you with the best estate planning solutions.

While we specialize in estate planning and wealth transfer services for high net worth clients, we also do detailed planning for estates of all sizes.

Get answers to traditional estate planning and wealth transfer questions:

  • Which is a better option for me: a will or a revocable trust?
  • Should I set up a trust for my children?
  • How do I keep certain assets in my family?
  • Are powers of attorney, health care declarations and HIPPA releases necessary?
  • How do I effectively use beneficiaries, payable on death and transfer on death registrations?
  • Can I afford to support my children or charities during my lifetime?

Receive advice about new estate planning laws and opportunities:

  • If estate tax credits are transferable between spouses, how do I make sure I maximize them and preserve their profitability?
  • Are there ways to lock in today’s generous tax credits in case rising deficits spur future reductions?
  • Since many states have restrictive taxing laws, can I gear my planning to minimize those taxes?

If you haven’t reviewed your estate plan recently, you may be missing opportunities due to outdated documents. Contact us today to schedule a review of your estate plan.

GMFG does not offer legal services.

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MSPWM 2023 Five Star Wealth Manager
Greater Midwest Financial Group, LLC
3222 Rice Street
St. Paul, MN 55126
651-490-9790
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BrokerCheck

Check the background of this firm on FINRA's BrokerCheck.

Greater Midwest Financial Group, LLC (“Greater Midwest”) is an SEC registered investment adviser located in St. Paul, MN. Registration as an investment adviser does not imply a certain level of skill or training. The publication of Greater Midwest’s web site on the Internet should not be construed by any consumer or prospective client as Greater Midwest’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

A copy of Greater Midwest’s current written disclosure statement as set forth on Form ADV, discussing Greater Midwest’s business operations, services, and fees is available from Greater Midwest upon written request. Greater Midwest does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD-PARTY WEB SITE LINKED TO THIS WEB SITE.

To receive the 2023 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 4080 wealth managers in the Twin Cities area were considered for the award. 633 were named 2023 Five Star Wealth Managers which represents 14% of the total candidates in the area. Wealth managers do not pay a fee to be considered or placed on the final list of the 2023 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.

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All Rights Reserved.