Maximizing Estate Tax Benefits with Qualified Personal Residence Trusts (QPRTs)

January 29, 2024

A Qualified Personal Residence Trust (QPRT) is a unique financial tool used in estate planning to reduce the potential estate tax liability by transferring a principal residence or vacation home into a trust. As an irrevocable type of trust, a QPRT allows the grantor to remain in the home for a predetermined term of years, making it a strategic choice for those looking to manage their estate tax effectively. Learn more about QPRTs. In the realm of estate planning, QPRTs serve…

What are the Federal Estate and Gift Tax Exemptions for 2024?

January 26, 2024

The federal gift, estate, and generation-skipping transfer (GST) tax exemptions and the annual exclusion from gift tax are historically high due to a temporary increase under the Tax Cuts and Jobs Act.

Can Grandparents Give Money to Grandchildren for College?

January 25, 2024

As the cost of college tuition skyrockets, parents and grandparents can take advantage of tax-efficient 529 plans and higher limits on gift and estate taxes.

What Is the Advantage of a Step-Up Basis for Estates?

January 24, 2024

The adjustment in basis is a crucial tax consideration–what can it mean for you?

How Do You Stop Family Fights over Inheritance?

January 23, 2024

A highly successful estate-management strategy for avoiding inheritance disputes is to make a meticulously detailed and legally sound will or trust.

Don’t Gamble with Your Future: Why Choosing the Right Estate Planning Attorney Matters

January 22, 2024

Estate planning: two words that encapsulate the entirety of your life’s work and the legacy you wish to leave behind. It is a profound yet often misunderstood aspect of personal finance and legal preparedness. As an experienced estate planning attorney, I’ve seen firsthand the turmoil and heartache…

Is Retirement Planning the Same as Estate Planning?

January 19, 2024

It’s best to create both together when possible so that they can complement each other. Here’s what you need to know.

Taxes that Affect an Estate

January 18, 2024

Estate tax and inheritance tax significantly impact an estate’s value. Estate tax is levied on the estate’s total value at death before distribution to beneficiaries. In contrast, inheritance tax is imposed on the beneficiaries based on the value of assets received. Understanding these taxes is critical for effective estate planning…

Maximizing Charitable Giving in Your Estate Plan with Knowledgeable Trust and Estate Counsel

January 17, 2024

Estate planning is a vital aspect of financial management, ensuring that your assets are distributed according to your wishes after your passing. Incorporating charitable giving into your estate plan can be a fulfilling way to leave a legacy, while reaping tax benefits. This article delves into the intersection of charitable giving and estate planning…

How to Liquidate Assets after a Loved One’s Death

January 16, 2024

The loss of a loved one is a difficult time, often compounded by the necessity of addressing estate settlement and the liquidation of assets. In this guide, we’ll explore the key steps involved in liquidating assets after death, focusing on estate settlement processes and related legal considerations.

Michael DeVetter

June 15, 2024

Great experience. We have been working with Zach for over five years now and greatly appreciate his patience and knowledge when working with us.

Chris Potts

June 13, 2024

Can't say enough about working with Zach at Gold Leaf. He was patient, knowledgeable and did a great job of revising our estate documents. We got exactly what we needed without delay. I'd definitely recommend Gold Leaf to others.

Sheri Lechner

June 11, 2024

My husband and I knew we were long overdue to “get our affairs in order “. I did a google search for Estate Planning in Savage MN and found Gold Leaf Estate Planning LLC. Zach made the process so easy. He was friendly and patient, explaining complex concepts as often as necessary for us to understand. I highly recommend this business for Estate Planning.

Rebecca Leach

June 10, 2024

Working with Zach was a pleasure! He is very thorough, explains everything clearly, answers all your questions and makes you feel at ease. Very professional and personable and I would highly recommend him for estate planning!

Darlene Mech

June 3, 2024

Zach Wiegand is a very knowledgeable, efficient, thorough attorney. Who makes you feel very comfortable talking about death and dying. A great sense of humor and gives great suggestions on very overwhelming, confusing subject matter. His staff also is very efficient. Highly recommended him and his team for estate planning. We are so glad we had Zach to guide us through this process. Wally and Darlene

Wendy Lehnen

May 23, 2024

Zach was very easy to work with. He talked us through the whole process and explained each step in language we could understand. Zach is extremely knowledgeable and he made the process easy for us to navigate. We highly recommend him to anyone looking to develop a personal will or trust.

Joan Olson

May 5, 2024

We recently worked with Zachary Wiegand at Gold Leaf Estate Planning and are very pleased with his work. Zach has a thorough understanding of estate planning and was very helpful in guiding us through the process of creating a trust. He was always available to answer our questions and we are very happy with the outcome. We highly recommend Gold Leaf and Zach for your estate planning needs.

Cynthia Clay

April 16, 2024

Just finished setting up our family trust with Mr Weigand. He was very professional and easy to work with. We highly recommend his services! We feel much better knowing our assets are protected. Thanks Zach!

Ric Moulzolf

April 12, 2024

Zach is very professional, easy to work with.helped us to make all our estate planning,with the best,complete plan for all our needs.we are very happy with him and gold leaf estate planning

Gold Leaf Estate Planning
Blog Articles and Resources

Maximizing Estate Tax Benefits with Qualified Personal Residence Trusts (QPRTs)

What are the Federal Estate and Gift Tax Exemptions for 2024?

Can Grandparents Give Money to Grandchildren for College?

What Is the Advantage of a Step-Up Basis for Estates?

How Do You Stop Family Fights over Inheritance?

Don’t Gamble with Your Future: Why Choosing the Right Estate Planning Attorney Matters

Is Retirement Planning the Same as Estate Planning?

Taxes that Affect an Estate

Maximizing Charitable Giving in Your Estate Plan with Knowledgeable Trust and Estate Counsel

How to Liquidate Assets after a Loved One’s Death

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Burnsville Office (Main Office):

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Burnsville Office (Main Office):

Lake Elmo Office (Appointment Only):

Gold Leaf Estate Planning
Blog Articles and Resources