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Estate Planning Solutions In The Twin Cities And Beyond: Giving Certainty To Your Loved Ones

At rb LEGAL, LLC, we help our clients understand how the decisions now can help loved ones in the future. We want to help smart and proactive people protect themselves, their families, and the assets they worked hard to get.

Offering Extensive Estate Planning Services To Protect Your Family And Assets

Our attorneys provide sound advice and counsel to clients in estate planning, succession planning, incapacity planning, probate and estate administration. We know these aren’t always easy conversations. That’s why we provide a comfortable, informal environment for you and your family to truly understand how your decisions today can help your loved ones in the future.

Legal Tools To Truly Meet Your Needs While Planning For The Future

We want our clients to have Peace of Mind about the documents we help them put in place. Our team will review your needs and draft the documents we feel are right for you. We will help you understand your plan and provide guidance on how to maintain it. We also advise estate planning clients on ways to preserve family unity through judicious drafting of needed documents.

The lawyers at rb LEGAL, LLC work with you to develop documents specifically appropriate for your family, including:

    • Wills: Ensure your wishes are documented. Who needs a will? Individuals, couples, families, empty nesters, second marriages, and those who don’t like the state’s legal plan for their property.
    • Trusts: Protect your assets and loved ones and keep your information private. Trusts can protect and provide for you, your spouse, children, grandchildren, loved ones who have challenges and special needs, pets, houses, land, family farms, cabins, charitable gifts, small businesses, gun owners, and more.
    • Incapacity planning: Get the right documents in place so your loved ones can care for you and your property if something happens.
    • Healthcare: Designate someone to make decisions for you and describe your health care wishes, concerns, and plans by executing an Advanced Health Care Directive document.
    • Guardianships/conservatorships: Plan for minor children and those who have special or long-term care needs.
    • Review: Update information and review current documents to be sure they align with your specific needs.
    • Special Planning: Consider your need to plan for real estate, cabins, pets; charitable, legacy and planned giving; a noncitizen spouse; a significant other; education expenses; life insurance; estate and gift taxes; digital property and access to digital assets; family heirlooms and collections; beneficiary designations on financial accounts; and other important people and assets.

We are also prepared to diligently assist you with document organization. Our goal is to develop a solid estate plan that truly meets your needs, reflects your current preferences and situation, and protects your loved ones and your assets.

Common Questions About Estate Plans And Why You Should Have One

It is never too early to draft an estate plan, but in some cases, it might be too late. Our lawyers at rb LEGAL, LLC often address the questions and concerns of individuals like you who need estate planning assistance. We work on plans with the goal of protecting our clients’ families, businesses, and stakeholders and giving them confidence before their incapacitation or death.

What should my estate plan include?

An estate plan includes directions for dispersing your property, like real estate, bank accounts, life insurance, and other assets. In addition, your estate plan may include instructions about how to pay your debts and taxes—even instructions about your health care and funeral service. You also can protect your loved ones by designating guardians.

How can an attorney help me draft an estate plan?

A seasoned attorney can assist you in understanding your options and drafting documents to help prevent future misunderstandings or challenges. An estate plan includes documents that should reflect your wishes and goals at all times. Therefore, a lawyer can also help you update your estate plan and suggest changes accordingly. We offer flat fee pricing and free initial consultations.

Should I have a will or a trust to pass on my assets?

Whether you want to use a will or a trust depends on your goals and needs. For example, if you decide to create a trust, you can potentially transfer assets to your trustees while you are alive. Those unfamiliar with estate planning may be confused about which is the better option on who they want to transfer their assets to, how, and when. This is one of the many reasons why it’s recommended to have a knowledgeable attorney help you create a robust estate plan. Meet with us to determine your best option.

What happens if I die without an estate plan?

Your assets and property will be divided according to the Minnesota intestacy laws. Therefore, the court will decide who will inherit your assets and name an executor to administer and distribute them. Not creating an estate plan is deciding to let the government make the choices.

If you have more questions, we are glad to help. Let our experienced attorneys give you a detailed explanation of your options and how we can help you draft an estate plan that truly reflects your wishes. Call today!

How often should I update my estate plan?

If you have experienced a major life event, such as a birth of a child or a divorce, you may need to update your estate plan to account for this significant change. If you have not experienced any major life changes, it is still wise to review these legal documents every three years.

The Caring And Experienced Legal Assistance You Need Is One Call Away!

Contact our Golden Valley office to discuss your estate plan. We represent clients in Minneapolis, throughout the Twin Cities, and across Minnesota. Call 763-400-8833 or fill out our online contact form with a brief description of your legal needs.