Jon Fortin, J.D.

Jon Fortin is a partner and leads the Wealth Advisory Services practice area at Redpath and Company. He helps clients identify their specific wealth transfer goals and designs plans to effectively transfer their wealth while minimizing estate, gift, and income tax. Jon has provided individual tax services and wealth management planning since 1998 and joined Redpath and Company in 2020.

Maximizing Your Year-End Gifting Strategy

Picture of Jon Fortin, J.D. Jon Fortin, J.D.: November 9, 2023

As the year swiftly comes to a close, many individuals are considering year-end tax plans,...

Tax Planning Strategies Estate, Gift, and Trust
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Update to Required Minimum Distributions for Inherited Qualified Benefit Plans

Picture of Jon Fortin, J.D. Jon Fortin, J.D.: November 8, 2022

November 8, 2022 - The Department of the Treasury (Treasury Department) and the Internal Revenue...

Estate, Gift, and Trust Wealth Transfer
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Why You Need to File a Gift Return, Even for Non-Taxable Gifts

Picture of Jon Fortin, J.D. Jon Fortin, J.D.: February 9, 2021

February 9, 2021 - Gifting is a rewarding and smart way to pass assets to your family, friends, or...

Tax Planning Strategies Taxes Estate, Gift, and Trust
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The Schedule M2RT Questionnaire on MN Trusts: What You Need to Know

Picture of Jon Fortin, J.D. Jon Fortin, J.D.: November 19, 2020

November 19, 2020 - If you're looking to transfer wealth, protect your assets, and manage taxes,...

Estate, Gift, and Trust State and Local Tax
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Picking the Right Gifting Strategy to Minimize Gift Taxes

Picture of Jon Fortin, J.D. Jon Fortin, J.D.: October 28, 2020

October 27, 2020 - Gifting strategies can provide for those you care about and organizations close...

Tax Planning Strategies Estate, Gift, and Trust
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