Do I Have to Pay Taxes on Trusts?
Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket.
Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket.
Staying in your own home as you grow older is called ‘aging in place,’” the National Institute on Aging says.
I recently had the privilege of being invited to discuss estate planning with the wonderful team at accounting firm Olsen Thielen & Co., Ltd., on
If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.
It’s “hard to know” whether Hollywood star Bruce Willis is aware that he is suffering with frontotemporal dementia (FTD), his wife, Emma Heming Willis, has said in an update on his condition.
No matter how old you are, it’s never too early or too late to begin thinking about your life insurance options.
For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so.
We are pleased to announce that attorney Zach Wiegand has been named to the Best Lawyers in America list for the second straight year. Based
If you have life insurance, you know you were required to pick beneficiaries when you purchased your policy. When you die, the beneficiaries receive the payout from the policy.
The person you have placed in charge of your estate under a Will is called a ‘Personal Representative’ or ‘Executor/Executrix.’
EXCELLENT Based on 84 reviews 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!Bruce EricksonJanuary 12, 2025 Zach Wiengand, Gold Leaf Estate Planning, was great to work with and I would highly recommend him for estate planning (trusts, wills, and more). He took the time to explain the options and all of our questions. He was easy to work with and timely with his responses. Thanks Zach!RICHARD STARRJanuary 4, 2025 All went smoothly and we finished with exactly what we wantedTim McNealJanuary 3, 2025 Zach Weigand is an Estate and Trust attorney that I worked when creating a revocable trust and will related to my estate plan. The requests for information were reasonable resulting in an efficient and quick process. He explained well what was happening and the reason for each provision in the documents. He responded quickly to any questions that I had, and we completed the documents in a very reasonable time frame. He also described in detail the next steps that I needed to take once the documents were completed. I highly recommend Zach Wiegand for any will, estate planning and trust work.Caribou JohnDecember 26, 2024 My wife and I recently worked with Zach to create our estate plan and could not be happier with the results. Zach was very thorough and caring in helping us determine our needs and we both felt very comfortable with his guidance throughout the process. I would highly recommend Gold Leaf Estate Planning to anyone requiring excellent and professional service.Sheryl DaveyDecember 14, 2024 Zack was great to work with and he helped me get everything in order after the loss of my husband. I highly recommend Gold Leaf Estate Planning!Jennifer GarciaDecember 10, 2024 Zach, Did great work for my 80+ year old Dad and now for me & my family which was more complicated.
3000 County Road 42 W. Suite 310
Burnsville, MN 55337