Schedule a planning session today (612) 986-3393 or email

Estate planning in Minnesota


Getting Started

Getting started estate planning is a simple, three step process.

Step One:  Schedule a planning session with Jeff.  Call (612) 986-3393 or email

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.

Your digital assets

During the estate planning process, do not forget your digital assets.  This includes apps you have designed, your facebook page and twitter accounts.

Is a will right for you?

Minnesotans often think a will is the best estate  planning vehicle for their family.  In many cases,  this is not always the case.

Firearms and estate planning

Often, firearms are treated as just another type of personal property.  Do not make this mistake if you own firearms.

Family Protection Plan

Protect your family starting immediately.  Name short term guardians for your children.

Estate planning FAQs

Answers to common estate planning questions.