Preserving Your Legacy for Future Generations
Your wealth is more than just numbers—it’s the foundation of your family’s future. Brady Martz provides comprehensive estate planning services to ensure your assets are distributed according to your wishes while minimizing tax liabilities.
We work with individuals, families, and business owners to create customized estate plans that protect assets, provide for beneficiaries, and ensure a smooth transition of wealth.
Our wealth transfer and preservation services include:
- Wealth Transfer & Gifting Strategies
- Charitable Giving Planning
- Business Succession Strategies
- Estate Tax Planning
- Estate & Gift Tax Compliance
- Fiduciary Income Tax Planning & Compliance
Debora L. Gruhn | Wealth Transfer & Preservation Practice Segment Lead
debby.gruhn@bradymartz.com
605-361-1200
Contact Us
Reach out to Debora today for expert guidance and support tailored to your wealth needs.