Trust Point Inc

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Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service

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Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

16 Years

in Business

ACCEPTING
NEW PATIENTS

Accredited

Business

Amenities:

Wheelchair accessible

(612) 339-2343Call Visit WebsiteVisit Website Map & DirectionsDirections43 SE Main St Ste 214Minneapolis, MN 55414 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Minneapolis with Estate Planning, Probate, & Living Trusts

Lilydale (13 miles)
Mendota (13 miles)
Saint Paul (14 miles)

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Email

BBB Rating

Neighborhoods

University, Nicollet Island

AKA

Brooke Noelle Darst Rice, PT

Other Links

http://www.trustpointinc.com

https://www.trustpointinc.com/get-started

Categories

Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services

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Details

Phone: (612) 339-2343

Address: 43 SE Main St Ste 214, Minneapolis, MN 55414

Website: http://www.trustpointinc.com

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Trust Point Inc

Tax Planning
Tax Planning and Efficiency: Explore strategies for minimizing tax liabilities through charitable giving, investment choices, and other tax-efficient planning techniques.
Charitable Giving
For those looking to make a meaningful, lasting impact, charitable giving provides a way to contribute to worthwhile causes both now and well into the future. Trust Point professionals can help you decide where to contribute, the best ways to do it, and how to earn financial rewards for your efforts through tax benefits.
Estate Taxes
Tax Services
We offer a range of comprehensive financial services including wealth management, business advisory services, financial planning, tax management, and estate planning. Our financial services are holistic, and your estate plan is an important component of your financial plan.

Investment Management
If you run a foundation or non-profit, fulfilling your organizationâ€™s mission through impactful community outreach is your priority. Trust Point can help you maintain that focus by taking on investment management and other administrative duties that are essential to keep your work going.
Mutual Funds
Wealth Management
Receive our newsletters with wealth management industry insights, market updates and other valuable financial information delivered directly to your inbox.

Accounting Services
In one instance, a client who handled all of the family finances was concerned that their spouse and children wouldnâ€™t know where to start if the work fell to them. At first, the client asked for support with bookkeeping and bill pay, but after talking more in depth about their concerns and objectives, we developed a deeper plan.
Bookkeeping Services

Financial Planning
Trust Pointâ€™s wealth management offers comprehensive trust & estate services, financial planning, investment management, retirement planning, non-profit & foundation services, and corporate retirement plans.
Retirement Planning
Because there are so many factors that can impact your retirement, a one-size-fits-all approach doesnâ€™t work. At Trust Point, our retirement planning services are tailored for your specific needs, finances and goals. Our experienced professionals work with you to develop a plan that ensures the worry-free retirement youâ€™ve worked so hard to achieve.
Annuities
Long Term Care
Financial Responsibilities: Clearly outline what financial contributions or support are expected within the family, whether for elder care, education expenses, or funding business ventures, to foster a sense of shared responsibility.
Asset Management
At Trust Point, weâ€™ve been serving the financial needs of individuals and families, as well as the unique advisory needs of corporate businesses, entrepreneurs, and partners for over a century. Business owners canâ€™t do it all on their own. We can help with retirement plans, asset management, as well as exit and succession planning.
Living Trusts
Commonly referred to as living trusts, revocable trusts offer an effectiveÂ estate-planning Â tool to lower the costs and hassles of probate, preserving privacy and preparing your estate for ease of transition in the event of death or incapacity. Unlike in a will, assets in aÂ living trust Â will generally pass to heirs sooner, giving your family better financial protection in case the worst happens.
Charitable Remainder Trusts
Charitably inclined individuals may benefit from establishing a charitable remainder trust. This trust offers tax benefits while preserving an income stream for designated beneficiaries prior to the assets being distributed to designated charities.
Asset Protection
The three main reasons why youâ€™d want to utilize an irrevocable life insuranceÂ trust include estate Â tax concerns, large sums of money left to minors or irresponsible adults, and asset protection.

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