Certified Public Accountants

Mosford, Barthel & Co., PLC.

Mosford, Barthel & Co., PLC. is a local accounting firm with offices located in Monticello and Elk River, MN.  The firm was founded in 1976 by Bob Mosford, CPA/PFS, and has continued to grow along with Monticello, Elk River, and the surrounding communities.

Estate Planning

 

When they hear the word "estate," as in estate planning, some people dismiss the idea - believing it applies only to the wealthy.  Others think estate planning is just a fancy name for retirement planning.  Neither one is a correct assumption.

An estate plan provides for the distribution of you worldly assets to heirs, whether they be your spouse, children, close friends or a worthy cause.  Without a plan for this distribution, all kinds of adversity can happen.  For example, federal and state taxes and probate costs can needlessly reduce your estate's value, and your assets may not be distributed according to your wishes.

In addition, some people think a will suffices for an estate plan.  It's a great start, but it's just one element among many.

The professionals at Mosford, Barthel & Co., PLC. have a thorough understanding of what makes up a solid estate plan and the laws and regulations that guide these actions.  We have answers to such questions as: How can I minimize estate taxes? How can I shelter my assets safely? How does probate affect my estate plan?  Here are estate-planning services we provide:

 

¨ Verify legal documents, including wills, powers of attorney, trusts

¨ Verify medical powers of attorney and medical directives

¨ Minimize estate taxes and transfer costs

¨ Review last wishes and funeral arrangements

¨ Review titling of assets

¨ Organize and monitor life insurance policies, annuities, retirement plans

¨ Verify beneficiaries

 

The result of our analysis of your estate will be to help you develop an estate plan and make recommendations to assure your goals are met.

Monticello Office:

305 Cedar Street, Suite 201

Monticello, MN 55362

Tel: (763) 295-4800

Fax: (763) 295-4804

 

Elk River Office:

812 Main Street, Suite 210

Elk River, MN 55330

Tel: (763) 441-1384

 

Email: amoll@mbcocpa.com

 

Directions:

Select office location below for Mapquest directions:

· Monticello

· Elk River

To contact us:

Copyright © 1999-2008 Mosford, Barthel & Co., PLC.