Client Center

Estate & Trust Planning

You’ve worked hard to build your assets.

At BerganKDV Wealth Management, LLC we work equally hard to help you protect those assets and leave the legacy you desire.

BerganKDV Wealth Management, LLC takes an integrated approach to building your estate plan by partnering with your attorneys, trust officers, investment managers and other trusted advisors to recommend ways to save estate taxes and administrative expenses. In addition to our technical expertise, we understand the importance of listening as we work to help you navigate both the financial and emotional elements of your estate planning.

We provide our clients with:

  • Projecting tax implications: Our team of CPAs brings expertise in accounting, tax and finance to the estate and trust planning process to provide you with the big picture of its impact as well as the detailed tax projections.
  • Developing effective strategies: BerganKDV Wealth Management, LLC’s ability to develop and implement charitable giving and wealth transfer strategies that are both personalized and effective has made the firm an industry leader.
  • Optimizing your assets: Our BerganKDV Wealth Managment, LLC team is focused on being good stewards of your resources. We work closely with you to understand your needs and then create a plan that achieves your retirement cash flow goals, optimizes respective asset balances and reduces taxes.