A Qualified Personal Residence Trust is a sophisticated estate planning tool that requires thorough understanding and professional guidance. Could a QPRT be a beneficial planning tool for your family?
Understanding the difference between guardianship and conservatorship is crucial for protecting the interests of those unable to make decisions for themselves. Whether you are planning for the future or seeking immediate assistance, take appropriate steps to ensure that your loved ones are cared for, and your estate is managed according to your wishes.
While last-minute estate planning poses challenges, some steps can be implemented to tackle crucial considerations.
Collect and organize all important papers, passwords and pin numbers, keep them up to date and tell your heirs where to find them.
There are many different reasons you may want or need to disinherit someone from your estate plan. There are far fewer correct ways to actually do so.
Letters testamentary are created by the probate court for the executor or personal administrator of an estate.
Amidst all the turmoil, it is vital for people to understand the significance of updating beneficiaries on various accounts and financial instruments.
Ways to increase your Social Security benefit include earning equal to or more than the Social Security tax limit for as many years as possible and delaying your application for benefits.
Estate planning is akin to crafting a roadmap for the future; it’s about guiding your loved ones through the maze of your final wishes with clarity and ease. At the heart of this journey lie two pivotal tools: wills and trusts. While both serve to shepherd your assets posthumously, certain situations demand the finesse of a trust over…
Alarmingly, approximately 50 percent of American adults lack any form of POA, but that is not surprising when you realize that only 45 percent of adults over the age of 55 have a will.
Steve HansenMarch 22, 2024Zach does a great job of walking you through the process of establishing an estate plan. He gives good advice based on years of experience and he explains everything thoroughly along the way. Highly recommend.Sarah KamholzMarch 6, 2024My father and I recently worked with Zach on the family trust. The process went very well and Zach was a friendly and comfortable person to work with. We would recommend Zach to anyone who is thinking of organizing their own family’s trust. Thank you, Zach!Kenneth HabermanFebruary 29, 2024Zach is very knowledgeable and was very helpful.Judi KranichFebruary 22, 2024Zach was very Pleasant and easy to work with. Very easy to talk to. Organized and did a great job helping us make our Estate and Living Wills.Lindsey FrancisFebruary 22, 2024Zach was amazing to work with! He was knowledgeable, helpful, and flexible with us. He helped us figure out what we needed and was willing to reschedule with us when we needed to move things around as new parents. He even let us bring our baby to sign paperwork. Working with him was an awesome experience all around.Bonnie JacobsonFebruary 19, 2024We had a great experience with Zac, we knew nothing about Trust Planning and he walked us through all of our options at the first meeting. The two follow up meetings were equally as impressive with how professional yet personal he was. Would and have recommended him to several of our friends.Matthew McleodJanuary 29, 2024I didn't know what to expect when I set out to complete a trust. Zach came highly recommended to me and now I know why. Zach and Gold Leaf Estate Panning were amazing to work with. Zach is very kind, patient and knowledgeable. The process was really well thought out and executed. I cannot recommend Zach strongly enough for anyone considering a trust or other estate planning. Matt M.Dan LyddyJanuary 22, 2024I found Zach and Gold Leaf Estate Planning through these 5-star reviews and they are all accurate. At our first meeting he told us what would happen in handling my mother-in law’s estate and he followed it up with documents that were easy to follow. He let me handle the parts I was comfortable with and he was there for the parts that I was more comfortable with him handling. Zach kept us on track and we were able to avoid any surprises thanks to his guidance. Thanks again Zach for all your help!Bryce HotzlerJanuary 22, 2024Zach and the Gold Leaf Team did an excellent job educating us and executing the documents needed for us to set up a Revocable Trust. Our estate planning experience was very simple to understand and any of our questions were thoughtfully answered in a timely manner. I would highly recommend the Gold Leaf Estate Planning, LLC group to anyone in need of the services they offer.Ken NickellJanuary 9, 2024I did some research and scanned the Google reviews before making an appointment with Zach. The reviews are accurate - no need to look further, you’ve found the right firm to plan your estate.
3000 County Road 42 W. Suite 310
Burnsville, MN 55337
