8100 Penn Avenue South
Suite 175
Bloomington, MN 55431

LinkedIn

Jim Mertz

(952) 831-5660

 

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Share |
 

Related Content

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Estimating Your Estate Taxes

Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.