Legacy and Family Planning

Protect your wealth for future generations.

When you’ve worked hard to build your wealth, you want the peace of mind that comes with having a plan in place to protect it and pass it on.

Making a plan for your legacy takes the pressure off loved ones in sorting through those details and ensures that they will get the most benefit from your estate by avoiding court costs and reducing the tax burden.

Let Alerus guide you through the decisions on how best to leave the legacy you want through a will, trust, or wealth transfer plan.