Estate Planning

Having the proper planning in place will depend greatly on your individual circumstances. Having only a Will may lead to probate. At the same time, having a Revocable Trust is not right for every individual or family. We listen intently to our client's goals and objectives to determine which estate planning techniques are appropriate for each situation. Our estate planning services include:

  • Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Powers of Attorney
  • Health Care Directives
  • HIPAA Waivers
  • Charitable Trusts
  • Irrevocable Life Insurance Trusts (ILITs)
  • Estate Tax Minimization Strategies
  • Gift Tax Minimization Strategies
  • Asset Protection
  • Divorce Protection for Beneficiaries
  • Estate Planning for Blended Families
  • Advanced Estate Planning Strategies
  • Family Limited Partnerships
  • Planning for Agricultural/Farmland

Probate and Trust Administration

When a loved one dies, it is imperative that you meet with a qualified professional to ensure that the estate is administered properly. Failing to do so can, and often does, result in unnecessary taxes, court fees or attorney fees. Our firm handles all aspects of Probate and Trust Administration -- even if our firm is not the firm that drafted the estate planning documents.

Estate and Gift Tax Returns

  • Preparation and Filing of Minnesota and Federal Estate Tax Returns
  • Preparation and Filing of Federal Gift Tax Returns