Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
A decade before his death, the billionaire owner of the Denver Broncos consulted with attorneys about the orderly handover of the team after his death. He crafted a carefully delineated trust that his hand-picked trustees would oversee.
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
Without a will, many families usually fall out over their dead relatives’ assets—no matter how small or large.
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.
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.
There was more than one will written by musician and music video pioneer Michael Nesmith, who came to fame in the 1960s as one of The Monkees rock group and died at his Carmel Valley home on Dec. 10, 2021.
Of course, just because you have a living trust doesn’t mean you are all set. Here are a few of the most common mistakes people make with their living trusts.
Broadway legend Stephen Sondheim left behind an estate estimated to be worth as much as $75 million to his husband, charities and a dozen other friends, court papers show.
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
