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.
Once your cognitive abilities begin to decline (which can start in your early 60s), your accounts could be at risk. Here’s how to protect them.
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.
Learn how QTIP trusts can benefit your estate plan by providing for your surviving spouse and other beneficiaries. Understand how they work to maximize tax saving benefits.
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.Dan LyddyJanuary 22, 2024I found Zach and Gold Leaf Estate Planning through these 5-star reviews and they are all accurate. At our first meeting he told us what would happen in handling my mother-in law’s estate and he followed it up with documents that were easy to follow. He let me handle the parts I was comfortable with and he was there for the parts that I was more comfortable with him handling. Zach kept us on track and we were able to avoid any surprises thanks to his guidance. Thanks again Zach for all your help!Bryce HotzlerJanuary 22, 2024Zach and the Gold Leaf Team did an excellent job educating us and executing the documents needed for us to set up a Revocable Trust. Our estate planning experience was very simple to understand and any of our questions were thoughtfully answered in a timely manner. I would highly recommend the Gold Leaf Estate Planning, LLC group to anyone in need of the services they offer.Ken NickellJanuary 9, 2024I did some research and scanned the Google reviews before making an appointment with Zach. The reviews are accurate - no need to look further, you’ve found the right firm to plan your estate.
3000 County Road 42 W. Suite 310
Burnsville, MN 55337
