At Gift Planning Services, we have a small but dedicated staff. We have experience with estate planning, and have worked with modest estates as well as sizeable family fortunes. Our goal is to help you identify and reach YOUR goals. Please feel free to contact us today.
Jennifer Nohelty Senior Gift Planning Counselor (715) 838-0368 Profile Page | Email
Ron Smith Senior Gift Planning Counselor (715) 838-0368 Profile Page | Email
Cheryl Smith Executive Assistant (715) 838-0368 Profile Page | Email
Often we have loved ones that may not have the fiscal responsibility to properly manage our assets. Leaving a lump sum of money to someone who is unable to manage it can actually be devastating.