Getting started estate planning is a simple, three step process.
Step One: Schedule a planning session with Jeff. Call (612) 986-3393 or email firstname.lastname@example.org.
Step Two: To the best of your ability, complete a Wealth Planning Questionnaire, either in writing or PDF form.
Step Three: Attend your planning session with Jeff.
During the estate planning process, do not forget your digital assets. This includes apps you have designed, your facebook page and twitter accounts.
Minnesotans often think a will is the best estate planning vehicle for their family. In many cases, this is not always the case.
Often, firearms are treated as just another type of personal property. Do not make this mistake if you own firearms.
Protect your family starting immediately. Name short term guardians for your children.
Answers to common estate planning questions.