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Estate Planning Tasks & Tips

Estate Planning Tasks and Tips

Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

Estate Planning Tasks & Tips

Creating a Roadmap for Your Heirs

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Estate Planning Tasks & Tips

Hiring Estate-Planning Experts

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.

Business (Click name for details/checkboxes to compare) (clear)	Distance	Ratings	Most Recent Comment
Check to compare Burns Brothers Financial Group 9555 James Ave #200 Bloomington, MN 55431 952-881-4533 Ratings: 90% 26 out of 29 recommended	16.2 miles	90% 26 out of 29 recommended	Our taxes are simple, I like to make sure the taxes are done righ and Burn's Tax Service does a very good job - Oct 24, 2022 See all comments
Check to compare Myslajek Kemp & Spencer 1000 Shelard Pkwy #600 St Louis Park, MN 55426 952-544-4147 Ratings: 100% 29 out of 29 recommended	10.9 miles	100% 29 out of 29 recommended	I’ve been going to Scott for the last five years, and he is super approachable, fun, does superior work, and really knows his stuff. This firm is... - Feb 19, 2023 See all comments
Check to compare ROR Tax Professionals 4500 Park Glen Rd #100 St Louis Park, MN 55416 612-822-7177 Ratings: 100% 25 out of 25 recommended	13.6 miles	100% 25 out of 25 recommended	I've been using this company for at least 10 years for my tax preparation. They've always done a good, quick job. - Jun 28, 2018 See all comments
Check to compare Thorsen Breidinger & Novak 2425 Margaret St N North St Paul, MN 55109 651-770-8822 Ratings: 100% 24 out of 24 recommended	33.5 miles	100% 24 out of 24 recommended	This firm has been our tax preparer for 29+ years. Excellent staff. - Jun 25, 2022 See all comments
Check to compare Miller Tax Service 1696 White Bear Ave N Maplewood, MN 55109 651-774-9558 Ratings: 100% 22 out of 22 recommended	31.4 miles	100% 22 out of 22 recommended	They do a great job - Sep 01, 2023 See all comments
Check to compare Bergstrom Tax Service 7701 York Ave S #150 Edina, MN 55435 612-722-5166 Ratings: 100% 21 out of 21 recommended	18.2 miles	100% 21 out of 21 recommended	David Bergstrom is great! - Apr 13, 2025 See all comments
Check to compare H&R Block 13613 Grove Dr Maple Grove, MN 55311 763-420-7146 Ratings: 100% 21 out of 21 recommended	15.6 miles	100% 21 out of 21 recommended	I’ve been going here for years and use the same preparer. She is absolutely terrific - Aug 10, 2023 See all comments
Check to compare Jasicki Tax & Financial 11108 Zealand Ave N #302 Champlin, MN 55316 763-746-0800 Ratings: 100% 17 out of 17 recommended	20.5 miles	100% 17 out of 17 recommended	I have been going for years for filing taxes, always great! Quick and easy, at a good price. I have told family to go and have only heard "Thank... - Jun 20, 2023 See all comments
Check to compare H&R Block 1301 Corporate Center Dr Eagan, MN 55121 651-681-9301 Ratings: 100% 16 out of 16 recommended	23.4 miles	100% 16 out of 16 recommended	Good service Knowledgeable - May 22, 2020 See all comments
Check to compare Lethert Skwira Schultz & Co 170 7th Pl E St Paul, MN 55101 651-224-5721 Ratings: 100% 16 out of 16 recommended	27.3 miles	100% 16 out of 16 recommended	expensive - Jun 18, 2024 See all comments
Check to compare VJ Accounting & Tax Service 4001 Stinson Blvd #324 St Anthony, MN 55421 651-528-7691 Ratings: 100% 16 out of 16 recommended	21.8 miles	100% 16 out of 16 recommended	Pete is great - fast and accurate - Sep 14, 2022 See all comments
Check to compare Abdo Eick & Meyers 5201 Eden Ave #250 Edina, MN 55436 952-835-9090 Ratings: 100% 15 out of 15 recommended	12.5 miles	100% 15 out of 15 recommended	Great service - Sep 14, 2016 See all comments
Check to compare Boulay Group 11095 Viking Dr #500 Eden Prairie, MN 55344 952-893-9320 Ratings: 100% 15 out of 15 recommended	9.3 miles	100% 15 out of 15 recommended	Know what they are doing. Give recommendations for tax and estate planning - Apr 26, 2022 See all comments
Check to compare Fox Tax 1135 Buchanan St NE Minneapolis, MN 55413 612-824-2829 Ratings: 87% 13 out of 15 recommended	20.0 miles	87% 13 out of 15 recommended	We’ve worked with Fox Tax for about 10 years now and the experience has always been great. They stay on top of things for us. - Oct 17, 2023 See all comments
Check to compare Pitzl & Pitzl 8 Pine Tree Dr #100 Arden Hills, MN 55112 651-482-9994 Ratings: 73% 11 out of 15 recommended	25.8 miles	73% 11 out of 15 recommended	Picked out wrong number from brokerage statement that showed $2000 plus due to IRS. Amended return confirmed breakeven result. - Aug 11, 2023 See all comments
Check to compare VerBout Services 25 Lake St N #300 Forest Lake, MN 55025 651-464-7941 Ratings: 100% 15 out of 15 recommended	42.1 miles	100% 15 out of 15 recommended	Recommended if you just need your taxes done. - May 10, 2020 See all comments
Check to compare Casey Menden Faust & Nelson 7900 W 75th St #450 Edina, MN 55424 952-946-7900 Ratings: 93% 13 out of 14 recommended	12.8 miles	93% 13 out of 14 recommended	This firm has done a great job for us the past 5 or 6 years. They are able to help us remotely - that is, we scan and email all relevant data, they prepare... - Oct 10, 2022 See all comments
Check to compare H&R Block 14825 Granada Ave Apple Valley, MN 55124 952-432-5533 Ratings: 100% 14 out of 14 recommended	22.9 miles	100% 14 out of 14 recommended	Been using this H&R Block office for a couple of years now and have been satisfied with the work they do. - Jul 31, 2022 See all comments
Check to compare Peterson Beyenhof & Zahler 6451 Sycamore Ct N Maple Grove, MN 55369 763-545-7110 Ratings: 86% 12 out of 14 recommended	14.0 miles	86% 12 out of 14 recommended	Very professional in all aspects. - Sep 22, 2022 See all comments
Check to compare Carlson Advisors 605 Hwy 169 #650 Minneapolis, MN 55441 763-535-8150 Ratings: 100% 13 out of 13 recommended	11.5 miles	100% 13 out of 13 recommended	Very thorough and professional. - Feb 05, 2022 See all comments

Estate Planning Tasks & Tips

Estate Planning Tasks & Tips

Estate Planning Tasks & Tips

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