Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning

March 17, 2023

A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.

What Recourse Is Available if Inheritance Is Stolen?

March 16, 2023

What Can You Do If Someone Steals Your Inheritance?

What Should I Know about Funeral Planning?

March 15, 2023

Losing a loved one is stressful enough without having to deal with a botched funeral. Preplanning, due diligence and good communication can head off difficult surprises.

What Strategies Minimize Estate Taxes?

March 14, 2023

With 2022 bringing very little change to trust and estate law, 2023 remains a prime opportunity to take advantage of the favorable tax landscape.

Does Divorce Have an Impact on Estate Planning?

March 13, 2023

When you’re in the midst of a divorce, you’re probably not thinking about estate planning or your will. However, if you’re divorcing, you should think about the impact a divorce can have on an estate plan.

What Is Probate Court?

March 10, 2023

Probate court ensures that a will is executed according to the wishes of the individual who has passed away.

What are the Advantages of Putting Your Home in a Trust?

March 9, 2023

If you have a residence you would like to pass onto loved ones after your death, and you’re worried about your home going into probate, you may want to put your home in a trust.

What are RMD Rules for 2023?

March 8, 2023

The SECURE 2.0 Act, which was signed into law in December 2022, changes the RMD rules for retirement savers beginning in 2023.

What are Some Best Practices for a Trustee?

March 7, 2023

Being a trustee is difficult. However, adopting the following four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.

How Can I Relieve My Family’s Stress when I Die?

March 6, 2023

In this article, we discuss seven specific ways that you can make life easier for your loved ones after you die.

Steve Hansen

March 22, 2024

Zach 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 Kamholz

March 6, 2024

My 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 Haberman

February 29, 2024

Zach is very knowledgeable and was very helpful.

Judi Kranich

February 22, 2024

Zach 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 Francis

February 22, 2024

Zach 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 Jacobson

February 19, 2024

We 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 Mcleod

January 29, 2024

I 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 Lyddy

January 22, 2024

I 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 Hotzler

January 22, 2024

Zach 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 Nickell

January 9, 2024

I 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.

Gold Leaf Estate Planning
Blog Articles and Resources

Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning

What Recourse Is Available if Inheritance Is Stolen?

What Should I Know about Funeral Planning?

What Strategies Minimize Estate Taxes?

Does Divorce Have an Impact on Estate Planning?

What Is Probate Court?

What are the Advantages of Putting Your Home in a Trust?

What are Some Best Practices for a Trustee?

How Can I Relieve My Family’s Stress when I Die?

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Request a Consultation

Sort Articles by Category

Client Success Stories

On Avvo

Burnsville Office (Main Office):

More Information

Burnsville Office (Main Office):

Lake Elmo Office (Appointment Only):

Gold Leaf Estate Planning
Blog Articles and Resources