Does Potential IRS Change Have an Impact on Estate Plan?
The IRS is weighing a change that could leave your heirs poorer than you might hope.
The IRS is weighing a change that could leave your heirs poorer than you might hope.
A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
We are pleased to announce that attorney Zach Wiegand has been named a Minnesota Super Lawyer Rising Star for 2022 by Super Lawyers Magazine for
The primary advantage of naming TOD (Transfer on Death) beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.
You don’t have to be older and rich to do some estate planning.
When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.
A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).
After years of toiling away in the entertainment industry, Ray Liotta was able to build up an impressive net worth.
EXCELLENT Based on 74 reviews Jeff RindtDecember 1, 2024 Very professional and understanding of our needs.Cindy FaasNovember 14, 2024 Zach helps you through the whole process of setting up your Trust. So you know it’s done right! Great Lawyer! Great service!Jeff StrebigNovember 10, 2024 Very satisfied with service Gold Leaf.Janet SuttonOctober 29, 2024 Top notch service and professionalism. Knowledgeable and offer lots of things to consider and the effects of various choices. Makes the decision making process clearer so each person can feel assured they have made decisions that best suit their individual situations.Lynda RileyOctober 28, 2024 Zach made this entire process so painless! We are deeply appreciative and highly recommend him for your estate planning.Tim GillOctober 23, 2024 Great experience in making our Estate Trust. Zachary Wiegand was great to work with. He's very knowledgeable and easy to work with. Highly reccomend him!Hoon HouseOctober 16, 2024 Gold leaf has excellent customer care. My wife and I had a concept about setting up a Trust but little understanding. Zach was great about making my wife comfortable with the workings of our trust which is an important factor for me as a husband. If you stumble on to Gold leaf when looking to take care of estate planning, I would not waist my time looking any further. Zach and his team at Gold leaf are top shelf.Janette LinvilleOctober 12, 2024 I recently had the pleasure of working with Zach for my estate planning needs, and I couldn't be more satisfied with the experience. Zach is not only incredibly knowledgeable but also patient, taking the time to explain every option available to us. His guidance helped us choose the best plan for our situation, ensuring we felt confident in our decisions. The location is also a significant plus—very easy to get to at 3000 County Rd 42 W, Burnsville. I highly recommend Zach’s services for anyone in need of estate planning. His professionalism and client-focused approach truly set him apart. Thank you Zach!Richard MyklebustOctober 8, 2024 Zach Wiegand was a delight to work with....knowledgeable, competent, and personally engaging. He made the estate planning process for me easy and comfortable. I would highly recommend Zach and Gold Leaf to anyone wanting to establish a sensible and secure estate plan.Janet PeperSeptember 23, 2024 Professional service , felt very personal. Zach was definitely looking out for my and my family's best interest. No hesitation to direct friends and family to Gold Leaf Estate Planning.
3000 County Road 42 W. Suite 310
Burnsville, MN 55337