Estate Planning

A Plan to Achieve Your Goals

Many people become ill and die without preparing key estate planning documents. By not planning, you may give up control of the assets you spent a lifetime acquiring. A comprehensive estate plan is a cost-effective means to ensure that your goals are documented and your estate is distributed according to your specific wishes.

A Plan to Protect Your Estate

We help our Estate Planning clients understand the importance of having a Trust or Will, the different ways property is transferred when someone dies, and the most effective ways to minimize estate taxes and avoid probate of their estate.

A Plan in Case of Disability

We also help clients plan for disability by designating a financial power of attorney and other protective measures. We help clients document their desired medical care in case they are unable to communicate their wishes in the future.

Services Include:

  • Trusts, Wills and Probate Avoidance
  • Powers of Attorney and Health Care Directives
  • Charitable and Legacy Planning
  • Estate Tax Planning
  • Appointment of Trustee and/or Personal Representative
  • Administration and Settling of Trusts

For more information about how we can fulfill your needs, please fill out the form below or contact us directly via email or phone:

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(952) 830-9913


Bloomington / Edina
3800 American Blvd. West
Suite 1500
Bloomington, MN 55431

Minnetonka / Plymouth
601 Carlson Pkwy
Suite 1050
Plymouth, MN 55305