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    Estate, Gift, and Trust

    Estate, Gift, and Trust

    Strategic Estate Planning Services

    On the long list of priorities in your life, estate planning and strategic wealth transfer may not be at the topβ€”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. You’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 goalsβ€”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

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    Managing Your Construction Firm in Uncertain Times: Top CFO Insights Tough times don’t last, but tough companies do. What strategies are you employing to ensure your company succeeds amid turbulent economic times? During the recent construction CFO panel at the AICPA & CIMA… Read moreβ€Ž Jan 23, 2023 02:00 PM
    Expense Management Tips for CFOs and Controllers
    Expense Management Tips for CFOs and Controllers CFOs and Controllers do more than crunch numbers, manage a company’s budget, and protect its financial assets. They must capture key performance indicators (KPIs) that can inform the future course of an… Read moreβ€Ž Jan 12, 2023 09:00 AM
    What SECURE Act 2.0 Means for Your Retirement
    What SECURE Act 2.0 Means for Your Retirement January 10, 2023 - On December 29, 2022, President Joe Biden approved and signed a $1.7 trillion budget bill in law. The budget package includes legislation to make saving for retirement easier through the… Read moreβ€Ž Jan 10, 2023 10:30 AM
    What A 1099 Accountant Can Do For You
    What A 1099 Accountant Can Do For You With the new year comes tax season. It’s time to pull together all the year-end data and documents needed to file your business tax returns. Part of that process involves sending 1099s to certain vendors you… Read moreβ€Ž Jan 5, 2023 01:15 PM
    Go Beyond The Operating Cash Flow Formula
    Go Beyond The Operating Cash Flow Formula Forecasting your operating cash flow can help your business tremendously. There’s a simple formula, but you will want to customize it to work best for you. Read moreβ€Ž Jan 3, 2023 05:30 PM
    Jonathan Fortin

    Jonathan Fortin

    Partner - Estate, Gift, & Trust Service Area Leader

    Read Bio

    Contact Jonathan Fortin

    Redpath
    We know you have many options when it comes to accounting firms in St. Paul or the Twin Cities area, and we know we’re not the right fit for everyoneβ€”but when you’re ready to start a conversation, we’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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