
Is Retirement Planning the Same as Estate Planning?
It’s best to create both together when possible so that they can complement each other. Here’s what you need to know.
It’s best to create both together when possible so that they can complement each other. Here’s what you need to know.
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…
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…
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.
Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
It’s nobler to give than to take, the saying goes, and giving assets to loved ones while you’re still alive is a great way for them to enjoy the benefits right away—and for you to delight in seeing them enhance their lives.
Whatever the case may be, owning real property in more than one state can be a problem after your death if you don’t want your estate tied up in probate court.
A recent New Jersey Appellate Division decision should remind you to keep track of the designations of all non-probate assets to ensure that they pass in accordance with your testamentary intentions.
Estate planning is a critical process for any parent concerned about the future well-being of their children. In today’s uncertain world, having a robust plan is not just a wise decision but a necessary step in safeguarding your children’s future…
End-of-life planning is a crucial aspect of life that often goes unaddressed until it’s too late. In this comprehensive guide, we will discuss the essential end-of-life documents everyone must prepare, ensuring peace of mind and assuring that your wishes are honored.
EXCELLENT Based on 91 reviews Charles SwardFebruary 17, 2025 We had a wonderful experience with Zach and staff at Gold Leaf Estate Planning. He took the time to LISTEN to our situation, concerns and fears and direct us to the legal vehicle that best fit our situation. I would highly recommend this firm to anyone looking for estate advice.David WolfgramFebruary 14, 2025 Very professional and detailed. Zach spent the time and effort to answer every question and make sure we understood the options. We are happy with the results.Elizabeth HerbergFebruary 13, 2025 Just finished up our personal estate planning with Zach, which had to be done under a tight deadline given some travel we were locked into. Zach’s process was straight-forward and thorough. He was very easy to work with (and there was a lot to cover) and he was able to answer our questions, manage our last-minute changes without missing a step. His pricing is extremely competitive as well. I would recommend Zach to anyone looking to get their estate planning done.James DemasFebruary 3, 2025 Over the past 7 years, my wife and I have had a great experience with Zach Wiegand and the whole team at Gold Leaf Estate Planning. Zach is knowledgeable, communicative, efficient, and friendly. His passion for helping families plan well for the future is clear. I recommend Gold Leaf enthusiastically!Steve CJanuary 29, 2025 Zach & Rachel were great to work with and made things easy for what can be a complicated process. They were thorough and I appreciated the knowledge and expertise they shared. Highly recommend for your estate planning needs!Steve NelsonJanuary 28, 2025 Zach did a great job at addressing our concerns and answering questions in a very timely manner. He was great to work with and will recommend Gold Leaf Estate Planning in the future to our family or friends.Terry BeckerJanuary 18, 2025 My wife and I just completed our estate plan with Zach's help and guidance. We are both very satisfied with the process and the result. Zach's knowledge and demeanor made us very comfortable working through a potentially complex process. We are fully confident to rely on his advice and services in the future. We both fully recommend Zach and Gold Leaf Estate Planning for their professional service.Nabil ZeinehJanuary 18, 2025 Zach is attentive, thorough, and kind . Very professional staff. He made the estate planning process go like a breeze. Highly recommendedDavid MartinJanuary 14, 2025 We set up family trust plans with Zachary Wiegand. He made the process understandable to a layperson and we only needed to meet three times. Friendly and helpful!
3000 County Road 42 W. Suite 310
Burnsville, MN 55337