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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If you haven’t reviewed your estate plan recently, you may be missing opportunities due to outdated documents.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.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Greater Midwest Financial Group, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide legal or tax advice. View Investor Disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

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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