Estate planning is an important piece of everyone's financial plan. You don’t want to leave the fate of your assets to chance. We at Boelman Shaw can help you to structure your estate so that your money does the good you want it to do after your death. Whether you want to ensure financial security for your family, to support a favorite charity, or to see that your business is handled in accordance with your wishes, a well-organized estate plan is a must. Our experience in tax law and inheritance enables us to craft a plan that will make sure that your money goes to the things that are most important to you.
Boelman Shaw aims to help clients take greater control of their finances. Offering expertise in both tax and financial planning, we can maximize tax-effective investment opportunities for our clients, allowing them to generate more income and keep more of it after taxes. We strive to provide valuable information that will give our clients the information to establish a successful financial future. Tax and accounting services provided through Boelman Shaw & Company, LLC. Advisory services provided through BSC Capital Partners, LLC, a state of Iowa registered investment advisor.