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What Should I Do to Get My Affairs in Order?
Making a plan in case you become incapacitated and preparing for your eventual death can help you to protect your assets and preserve your legacy.
Making a plan in case you become incapacitated and preparing for your eventual death can help you to protect your assets and preserve your legacy.
This is a great way for people over 70 to both give money to charity and save on taxes. The taxpayer is essentially giving pretax money to a worthy cause, which in effect creates a dollar-for-dollar income tax deduction they’d otherwise not receive.
A subtrust is a separate entity created under the umbrella of a primary trust or a will. A subtrust becomes active based on the terms of the trust or will when certain events happen, such as the death of the primary grantor, or creator. Subtrusts are one tool that estate planning attorneys use to help families pass on inheritances and protect their heirs from creditors or issues such as lawsuits or divorce. Subtrusts serve various purposes depending on…
A Qualified Personal Residence Trust (QPRT) is a unique financial tool used in estate planning to reduce the potential estate tax liability by transferring a principal residence or vacation home into a trust. As an irrevocable type of trust, a QPRT allows the grantor to remain in the home for a predetermined term of years, making it a strategic choice for those looking to manage their estate tax effectively. Learn more about QPRTs. In the realm of estate planning, QPRTs serve…
The federal gift, estate, and generation-skipping transfer (GST) tax exemptions and the annual exclusion from gift tax are historically high due to a temporary increase under the Tax Cuts and Jobs Act.
As the cost of college tuition skyrockets, parents and grandparents can take advantage of tax-efficient 529 plans and higher limits on gift and estate taxes.
The adjustment in basis is a crucial tax consideration–what can it mean for you?
A highly successful estate-management strategy for avoiding inheritance disputes is to make a meticulously detailed and legally sound will or trust.
Estate planning: two words that encapsulate the entirety of your life’s work and the legacy you wish to leave behind. It is a profound yet often misunderstood aspect of personal finance and legal preparedness. As an experienced estate planning attorney, I’ve seen firsthand the turmoil and heartache…
It’s best to create both together when possible so that they can complement each other. Here’s what you need to know.
ExcellentBased on 61 reviews
Michael DeVetterJune 15, 2024Great experience. We have been working with Zach for over five years now and greatly appreciate his patience and knowledge when working with us.Chris PottsJune 13, 2024Can't say enough about working with Zach at Gold Leaf. He was patient, knowledgeable and did a great job of revising our estate documents. We got exactly what we needed without delay. I'd definitely recommend Gold Leaf to others.Sheri LechnerJune 11, 2024My husband and I knew we were long overdue to “get our affairs in order “. I did a google search for Estate Planning in Savage MN and found Gold Leaf Estate Planning LLC. Zach made the process so easy. He was friendly and patient, explaining complex concepts as often as necessary for us to understand. I highly recommend this business for Estate Planning.Rebecca LeachJune 10, 2024Working with Zach was a pleasure! He is very thorough, explains everything clearly, answers all your questions and makes you feel at ease. Very professional and personable and I would highly recommend him for estate planning!Darlene MechJune 3, 2024Zach Wiegand is a very knowledgeable, efficient, thorough attorney. Who makes you feel very comfortable talking about death and dying. A great sense of humor and gives great suggestions on very overwhelming, confusing subject matter. His staff also is very efficient. Highly recommended him and his team for estate planning. We are so glad we had Zach to guide us through this process. Wally and DarleneWendy LehnenMay 23, 2024Zach was very easy to work with. He talked us through the whole process and explained each step in language we could understand. Zach is extremely knowledgeable and he made the process easy for us to navigate. We highly recommend him to anyone looking to develop a personal will or trust.Joan OlsonMay 5, 2024We recently worked with Zachary Wiegand at Gold Leaf Estate Planning and are very pleased with his work. Zach has a thorough understanding of estate planning and was very helpful in guiding us through the process of creating a trust. He was always available to answer our questions and we are very happy with the outcome. We highly recommend Gold Leaf and Zach for your estate planning needs.Cynthia ClayApril 16, 2024Just finished setting up our family trust with Mr Weigand. He was very professional and easy to work with. We highly recommend his services! We feel much better knowing our assets are protected. Thanks Zach!Ric MoulzolfApril 12, 2024Zach is very professional, easy to work with.helped us to make all our estate planning,with the best,complete plan for all our needs.we are very happy with him and gold leaf estate planning
3000 County Road 42 W. Suite 310
Burnsville, MN 55337