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Estate Planning for High-Net-Worth Individuals
Navigating the complexities of estate planning is particularly crucial for those with substantial assets.
Navigating the complexities of estate planning is particularly crucial for those with substantial assets.
When it comes to donating, many people seek not only the personal satisfaction of helping others but also the potential financial benefits, including possible tax deductions.
Navigating the intricacies of your financial legacy can be a daunting task. Understanding the nuances of the estate tax and implementing robust estate tax planning
Barbara Walters admirers will soon have a chance to own a piece of the late broadcast journalist’s legacy.
As our parents age, the responsibility often falls on us to ensure their well-being and safety. This article delves deep into the various ways you can protect your elderly parents, especially in the realms of finance, health and overall security.
Human nature is such that we often tend to focus on the bigger and more important steps. That’s a good thing, but it doesn’t negate the need to address the secondary coordination steps.
There are things you learn from books and things you discover from life.
Putting a home into a trust has several benefits, from avoiding the lengthy probate process to providing potential tax advantages. This article discusses some of the intricacies of trusts and the importance of consulting with an experienced estate planning attorney.
Betty White had pets of her own and it’s believed she had set up a pet trust to ensure that her pets were well taken care of after her death.
Estate planning is a profound journey that transcends generations, ensuring that your legacy endures with precision and care.
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