An estate planning attorney, helping individuals and families with matters in Minnesota. This law office provides services with reading, writing, and understanding trusts, wills, health care directives, financial powers of attorney, guardianship, beneficiary forms, and related legal documents.

While organizing details and offering tailored advisement and recommendations, estate documents protect what matters the most.

Estate planning is the process of creating and implementing documents, addressing assets, and the management of a person’s affairs.

Whether you need an introduction to various options or know exactly the path you desire, you found an attorney to advocate on your behalf.

Planning Goals and Concepts

Attorney estate planning services entail any of the following types of needs:

Audio Describing Estate Planning

Help with estate matters described in an audio format, by estate lawyer, Jasper Berg. Thus, here are a few estate ideas to consider:

Estate Planning Services

Revocable Trusts, Irrevocable Trusts, and Wills

Services are tailored to individuals’ needs and circumstances. As an attorney for estate planning, this law office help clients draft legally binding documents such as wills, trusts, and powers of attorney, ensuring that assets are distributed according to their wishes and minimizing tax liabilities.

Trusts are far more than a probate avoidance technique. A trust can offer great opportunities for the distribution of an IRA or other financial product. Even so, there are many different types of trusts.

Powers of Attorney and Financial Directives

A major element of a strong estate plan is the creation of a financial directive. Usually, this is a general or durable power of attorney. This type of document can be drafted with broad or limited powers for matters impacting assets, daily responsibilities, business matters, and identifying a conservator.

Health Care Directives and Living Wills

Also, estate planning services is the process of offering advisement on complex matters like healthcare directives, HIPAA authorizations, living wills, organ donation, and ensuring a clients’ wishes regarding medical treatment and end-of-life care are clearly documented and respected.

Guardianship for Children & Adults

Additionally, this law office assists with establishing guardianship arrangements for minor children or incapacitated adults.

This includes planning for medical emergencies, addressing gaps in financial needs and making clear decisions for guardianship.

Succession Planning Strategies

Furthermore, this law office provides strategies to minimize taxes and avoid probate, which can be time-consuming and costly. Also, offering solutions for business succession planning, ensuring the smooth transition of ownership and management in family-owned businesses.

Inheritance Documents

Most often, this includes interpreting a will, trust, or power of attorney, and helping families manage assets and the personal wellbeing of a loved one.

Business Affairs

Individuals and families with business ownership and management responsibilities have an extra level of estate planning needs that require attention.

Every business interest is different and requires a different level of attention.

Beneficiary Form Designations

Beneficiary forms need to coordinate with a will and revocable trust. Bank mergers, changing advisors, and weighing 5-10 year payout provisions are significant steps in the estate planning process.

Help Revising an Old Estate Plan

Revising an estate plan is the process of revisiting and reviewing planning documents. Sometimes, individuals and families worry that today’s plan might change tomorrow or thereafter. This is true for everyone.

Planning is not maintenance free. Planning an estate requires attention to detail and a balance between rigidness and flexibility. When making these determinations, consider meeting with a professional to pinpoint potential outcomes and pitfalls.

These questions can help ensure that you are on the same page as your legal counsel, such that your estate plan reflects your wishes and priorities effectively.

Lawyer for Estate Matters Near Me

If you’re searching for a lawyer for an estate plan that is near, consider contacting this law office for a free visionary meeting, such that you can share your goals and planning needs.

Twin Cities Estate Planning Attorney

When I meet with a potential client, I do so by phone, email, video, and one-on-one. If you live or work in the Twin Cities, great!  Otherwise, do not allow where you live prevent you from contacting this law office for help.

This law office serves individuals and families near and afar. So, whether you are limited to a cell phone or reside near Edina, St. Louis Park, Richfield, Eden Prairie, Bloomington, Minneapolis, Hopkins, Minnetonka, Saint Paul, Woodbury, Eagan, Burnsville, Plymouth, Blaine, Wayzata, or a city in-between, this law office can help.

In-Person and Remote Planning Options

I meet with Clients in-person, by phone, email, and video when needed. I offer services both remotely and one-on-one in an office.

Remote planning is common when addressing drafting inquiries and points of consideration.

However, an in-person meeting is advantageous when reviewing matters needing charts, graphs, and timelines.

Submitting Estate Documents and Papers

Of course, being able to review relevant estate documents, like a beneficiary form or survivorship designation is a critical planning step too. Individuals and families often prefer methods that encrypt their personal data. Others wish to avoid all security risk entirely.

When needed, this law office utilizes an encrypted portal system similar to an accounting firm or a medical provider.

Estate Planning Lawyer in Edina, Minnesota

Although located in Edina, MN, it is very common that an attorney from this law office meets with Clients outside the Twin Cities area.

This is especially true when assets, like a cabin, cottage, or family farm is located in another County or State.