ESTATE PLANNING BEYOND THE BASICS,
PERSONAL GUIDANCE: Providing personal, confidential advice and services for individuals planning their estates, and for spouses, family, and others affected by loss of a loved one.
ESTATE PLANNING BEYOND THE BASICS: Resolving important issues for persons planning their estates. Protecting and reclaiming property. Changing beneficiaries and owners of insurance and other property, securing accountings from fiduciaries and others managing assets, securing money and property wrongfully taken whether by misappropriation or error, dividing real estate and other property, planning for gifts to charities and individuals, planning for medical care, providing for disabled individuals, determining paternity, revoking powers of attorney, and other planning steps beyond wills and trusts.
PROBATE: Assisting families and personal representatives with settling an estate. Litigation of issues related to probate. Property collection and management, insurance, claims administration, bookkeeping, distributions, real estate issues, government claims, family concerns, and other issues.
Professional estate collection and management assures that obligations are fulfilled and heirs receive property as intended and permitted by law.
ESTATES: Management of estate issues, including property transfers, probate and nonprobate options, resolution of claims, disputed inheritances, real estate, and other matters.
Emphasizing efficient handling of probate and non-probate options for survivors and family members, joint owners, and others.
WILLS AND TRUSTS: Preparation of wills and trusts for individuals and couples. Simple to complex.
TRUSTS: Preparation of trusts for managing property and other purposes. Administration of trusts through informal and formal procedures. Resolution of trust issues through appropriate processes, including litigation.
More than 20 years experience assisting individuals and families with
personal, professional attention.
Member, Minnesota State Bar Association Probate and Trust Section.
Prompt personal attention to these important matters.
For more information and to set up an appointment
phone (320) 251-0222