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CELEBRATING 25 YEARS OF SERVING CLIENTS

Who We Are
Whom We Serve
Our Process
Our Services
Insights
Contact Us

Who We Are
Whom We Serve
Our Process
Our Services
Insights
Contact Us

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Category: Estate Planning

The People Involved in an Irrevocable Trust

February 6, 2019

What is an Irrevocable Trust?

January 25, 2019

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Who We Are

Meet The Team
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Meet The Team
Our Values

Our Process

Our Services

Investment Management
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Children of Clients

Investment Management
Tax Planning
Divorce Planning
Retirement Planning
Children of Clients

Insights

Contact

Phone: (952) 854-6250
Fax: (952) 854-6276
3300 Edinborough WaySuite 790 Edina, MN 55435

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While we are a completely independent firm and can custody client assets through multiple independent custodians, we generally recommend that client assets be held with well-established third-party custodians. Laurel Wealth Planning currently works with Raymond James Financial Services, Inc. and Charles Schwab & Co., Inc., each of which is a diversified financial services firm serving individuals and institutions throughout the U.S. and internationally.

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