Wealth Transition Services

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You have dreams and goals related to your wealth and estate, and the best way to achieve them is through a holistic approach.

Your needs are complex and require the expertise of many professionals from varying disciplines. But getting everybody on the same page, and harder yet, keeping everyone on the same page, is more work than you want to take on. You need a team—your team—to listen, understand your goals and concerns, answer your questions and ask the questions you didn't think of.

Our team approach involves not only your tax advisor, but also your attorney, financial advisor, business valuation analyst and your estate planning professional to help you meet your estate planning needs. We will ensure your priorities are understood and implemented cohesively by surrounding you with support and expertise, so we can learn what’s important to you and what makes you unique.

Eide Bailly will work with you every step of the way to review or create your estate plan from a tax perspective and illustrate how the numbers may play out for your family members under your plan. You'll gain peace of mind knowing your loved ones and estate will be cared for in your future planning.

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What We Offer

  • Estate, Gift, and Succession Planning

  • Gift, Estate, GST Tax Return Preparation, and Consulting

  • Fiduciary Income Tax Preparation and Consulting

  • Charitable Planning Consultation

  • Assistance with Deceased Individual’s Tax Matters

  • Tax Implementation of Wills, Trusts, and Testamentary Dispositions

Recent Client Story

WHAT CLIENTS ARE SAYING
The teamwork in Eide Bailly is unsurpassed. Having each of the functions—the tax preparation, the estate planning, the ESOP, and the wealth management—and to be able to talk to those teams and all be on the same page is a terrific value.
Jim Ohnstad
OK Tire Store
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Create a holistic plan to transition your wealth.

Our professionals will work with you every step of the way to develop a plan that accomplishes your goals. We can help you identify and prioritize your objectives, determine available wealth, plan for success, add value and position your assets to maximize their contribution to your goals.

Wealth Transition Services Leadership

Ava Archibald

Ava J. ArchibaldEA

Principal/Wealth Transition Practice Leader

Ava specializes in helping clients plan for the future success and prosperity of their businesses and families. Since 2006, she has provided Eide Bailly clients with her expertise in transition and estate planning, as well as gift and fiduciary compliance and overall financial planning.
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Devin Hecht

Devin HechtJ.D., LL.M.

Principal

Devin assists our clients in thoughtfully approaching their estate and succession planning. Prior to joining Eide Bailly, Devin worked as a tax attorney and partner in the Tax, Trusts and Estates practice group of a regional law firm. At Eide Bailly, he assists clients in the area of estate planning and advisory services in estate and gift tax, generation-skipping transfer tax, income tax and other tax matters.
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Are you ready for a holistic plan to transition your wealth?
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