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Estate Planning

Estate planning services refer to the process of managing and distributing one’s assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

Estate planning might sound like something for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about to protect ourselves and loved ones.
Planning for incapacity is an important part of your estate plan. It makes it possible for your family to take care of you, should you become too sick or injured to be able to manage your own affairs or communicate your wishes.
Learn the essentials of a Power of Attorney and the differences between Common Law and Statutory POAs for Minnesotans.
An asset as special as the family cabin needs and deserves planning for the future. Meet with one of our experienced estate planning attorney to create a plan for the future, then go and enjoy your time with the family this summer.
Regularly reviewing your revocable trust ensures it aligns with your current life circumstances and complies with changing laws. Key reasons include updating beneficiaries, ensuring proper funding, and adapting to federal estate tax changes.
As young adults, graduating seniors need essential legal documents like a healthcare proxy and living will to ensure their wishes are respected and their interests protected.
Medicaid Asset Protection Trusts (MAPTs) are a strategic way to qualify for Medicaid benefits and to preserve your assets. This article explores how MAPTs work and their benefits.
You might have a job or just have retired, and you learn suddenly that your Great Aunt Lucy died and named you executor of her will. How hard could it be you ask to resolve an estate by yourself without professional advice or a competent professional beside you?
Minnesota residents intending to transfer wealth to an heir or heirs should consider a trust that prevents a teenager or young adult from making impulsive monetary decisions.
In this article, we reveal a few surprising revocable and irrevocable trust strategies and how they create a more intentional and flexible Minnesota estate plan.
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Do I Really Need a Trust and Estate Planning Lawyer?

Some people don’t think you need an attorney if you want to set up a revocable trust, but the truth is, your trust is one of the most important documents you’ll ever create. Having your revocable trust set up with the assistance of an experienced attorney ensures that it will protect your assets and that your wishes will be honored. Book a call today to get started!

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