ESTATE PLANNING

For life transitions:

Estate planning is one of the most selfless acts we take. After all, it only benefits someone else. That said, many would prefer that their hard earned money ends up in the hands of someone, or a cause they care deeply about, other than the government. Estate planning is about making purposeful choices that will likely impact the lives of others and with proper planning have a positive impact.  Estate planning can be emotionally challenging for some. The White Oaks’ process recognizes the opportunities and challenges and can work effectively to provide a positive plan that will create a greater sense of comfort and well-being.

Having been around for 30-plus years, White Oaks understands that an effective plan adapts for family, special friends and favorite charities to help make life better for others. Having seen the results of both good plans and no plans in place we can enthusiastically endorse that making conscious decisions based on professional advice has better outcomes.

The White Oaks’ team, made up of CFP® professionals, a CPA and Chartered Financial Analyst®, has in-depth knowledge about wills, trusts and philanthropic options. Recognizing the benefit of working in conjunction with existing advisors a sound plan, crafted with care and collaboration, will maximize the impact of your wealth for the ones you care most about. White Oaks is a team of professional advisors, focused on client goals and dreams.

White Oaks serves clients globally from our offices in the Minneapolis-St. Paul, MN metro area and the Sarasota, FL metro area.

Other Services for Life Transitions

Financial Independence

Financial Independence

For pre/post retirees
Education Planning

Education Planning

For funding upcoming education
Investment Management

Investment Management

For pre/post retirees
Tax Planning

Tax Planning

For finances in transition 
Risk Management

Risk Management

For setting a new risk profile