JAK + CO.

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Consider Gifting from Your Estate During Your Lifetime

July 30, 2020 By JAK + CO.

By Cheryl Ellefson, CPA, MBT, CFP® It’s a universally accepted truth: Giving brings joy to both the giver and the recipient. So, when it comes to gifting your estate to family members, why wait until you’re no longer around to reap the benefits? If you give to your children or grandchildren now, you’ll see the […]

Filed Under: Cheryl A. Ellefson, Estate and Trust Tagged With: Estate Planning, Gifting, Tax law, Tax Planning, taxes

Quick Reference Guide: What to Do When Someone Passes

January 9, 2020 By JAK + CO.

By Cindy McLagan, EA The overwhelming emotions you may experience after losing a loved one are difficult enough. Add in the task of handling their personal affairs, and the situation can begin to feel downright discouraging and intimidating. To help you through the process, I’ve assembled a list of tasks you can use as a […]

Filed Under: Cynthia McLagan, Estate and Trust Tagged With: Estate, Estate Planning, Estate Tax, Tax

Starting a Family? Plan Your Estate Now

June 18, 2019 By JAK + CO.

cpa estate planning st. paul - estate accountant st. paul

There’s so much to think about when you’re preparing for parenthood. For my wife and I, it was an unbelievably exciting yet incredibly daunting experience. Between planning for the birth, arranging the nursery, and figuring out how to work the car seat, we were overwhelmed! As first-time parents, we also had to think about how […]

Filed Under: Christopher Kuklok, Estate and Trust Tagged With: Estate Planning, Tax Planning

Which Type of Trust is Best for You?

May 23, 2018 By JAK + CO.

Type of Trust

By Cindy McLagan, EA  If you’re looking for a way to minimize gift and estate taxes, creating a trust could be a solution. Many types of trusts exist, and each has a specific purpose. The type you choose—as well as how it’s created—will depend on what you’re trying to accomplish. Although establishing a trust requires […]

Filed Under: Cynthia McLagan, Estate and Trust, Financial Advisor Tagged With: Estate, Estate Planning, Estate Tax, Financial Advisor

Benefits of Using a Corporate Trustee

May 23, 2018 By JAK + CO.

Corporate Trustee

By Brenda K. Lowe, CPA, PFS  Naming a trustee to manage your estate can be a difficult decision. Many choose a family member, such as an adult child, a friend, or even a neighbor to assume the role. But naming a loved one as a trustee can cause complications over time. Not only is the […]

Filed Under: Estate and Trust, Individual Tax Tagged With: Beneficiaries, Estate, Estate Planning, trustee

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John A. Knutson & Co., PLLP

John A. Knutson & Co., PLLP, (JAK) is a Twin Cities-based accounting firm serving clients throughout Minnesota and beyond. A Team Committed to Quality Beyond Expectations

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