Have You had the Estate Planning Talk with Your Adult Children?
Estate planning can be a sensitive topic for families to talk about. Here’s how to get past the awkwardness and discuss estate planning with your family.
Estate planning can be a sensitive topic for families to talk about. Here’s how to get past the awkwardness and discuss estate planning with your family.
Many Generation Xers are in a unique position, “sandwiched” between raising their children and caring for aging parents. A proactive estate plan can help alleviate financial burdens and smooth aging parents’ path into retirement for both generations.
Understanding Who Can Witness a Will in Minnesota: Minn. Stat. 524.2-505 Explained In the realm of estate planning, a will stands as a crucial document
We all have a digital footprint that does not necessarily die with us. There are three things you should do to best prepare your executor, trustee or other personal representative to properly handle your posthumous digital affairs.
Conservatorship focuses on financial affairs, managing assets and handling financial decisions for someone unable to do so.
We explore the critical importance of addressing cognitive decline in estate planning to safeguard assets and ensure intended inheritance.
Learn how to qualify for the annual gift tax exclusion by maximizing the benefits of a Crummey trust. Understand withdrawal power and more.
The recent guardianship case of the McNair family and the Houston Texans NFL Owner, Janice McNair, highlights the importance of working with an elder law attorney to consider alternatives to guardianship for protecting loved ones and navigating complex family dynamics.
In 2022, the 59-year-old was placed under temporary financial guardianship after her bank, Wells Fargo, claimed in a New York court that she was an ‘incapacitated person’ and the ‘victim of undue influence and financial exploitation,’ according to The Hollywood Reporter.
Estate planning isn’t just for the elderly or the wealthy. Find out why young adults must start their estate planning early and what documents they should include.
ExcellentBased on 53 reviewsCynthia ClayApril 16, 2024Just finished setting up our family trust with Mr Weigand. He was very professional and easy to work with. We highly recommend his services! We feel much better knowing our assets are protected. Thanks Zach!Ric MoulzolfApril 12, 2024Zach is very professional, easy to work with.helped us to make all our estate planning,with the best,complete plan for all our needs.we are very happy with him and gold leaf estate planningGreg JaaramaMarch 31, 2024Needed to create an Estate for my recently deceased parents. I hadn’t a clue how to begin. Luckily, I found Zach and he patiently, professionally and empathetically explained the entire process to me. I just knew right away Zach had my best interest in mind. I would recommend Zach 10 out 10 times.Steve HansenMarch 22, 2024Zach does a great job of walking you through the process of establishing an estate plan. He gives good advice based on years of experience and he explains everything thoroughly along the way. Highly recommend.Sarah KamholzMarch 6, 2024My father and I recently worked with Zach on the family trust. The process went very well and Zach was a friendly and comfortable person to work with. We would recommend Zach to anyone who is thinking of organizing their own family’s trust. Thank you, Zach!Kenneth HabermanFebruary 29, 2024Zach is very knowledgeable and was very helpful.Judi KranichFebruary 22, 2024Zach was very Pleasant and easy to work with. Very easy to talk to. Organized and did a great job helping us make our Estate and Living Wills.Lindsey FrancisFebruary 22, 2024Zach was amazing to work with! He was knowledgeable, helpful, and flexible with us. He helped us figure out what we needed and was willing to reschedule with us when we needed to move things around as new parents. He even let us bring our baby to sign paperwork. Working with him was an awesome experience all around.Bonnie JacobsonFebruary 19, 2024We had a great experience with Zac, we knew nothing about Trust Planning and he walked us through all of our options at the first meeting. The two follow up meetings were equally as impressive with how professional yet personal he was. Would and have recommended him to several of our friends.Matthew McleodJanuary 29, 2024I didn't know what to expect when I set out to complete a trust. Zach came highly recommended to me and now I know why. Zach and Gold Leaf Estate Panning were amazing to work with. Zach is very kind, patient and knowledgeable. The process was really well thought out and executed. I cannot recommend Zach strongly enough for anyone considering a trust or other estate planning. Matt M.
3000 County Road 42 W. Suite 310
Burnsville, MN 55337