Many people think that the term “estate planning” applies only to wealthy individuals and families and not the average person. However, everyone needs some form of estate planning, whether it’s a simple will or a comprehensive plan for estate tax concerns. All Minnesota adults who want to have a say in decisions about their finances, specific beneficiaries of their estate, and healthcare decisions need an estate plan. Also, adults with minor children or children with special needs should have a plan and a named guardian if something should happen to them.

People often find it difficult to plan their estate for a number of reasons. It may be that the subject of death may be hard to discuss among family members. Perhaps a family doesn’t know how to start the process or what’s involved with estate planning and how it applies to their situation. Maybe a person knows they need some type of estate plan “someday” but not now. Also, it can be challenging to imagine what would happen to your spouse, children, or other loved ones should you suddenly pass away or become incapacitated.

At Guzmán LaLonde, P.A. we believe that planning today makes for a better tomorrow, and that estate planning is truly an act of love for your family. When your affairs are in order, you can move forward knowing your family is protected, your assets are secured, and your legacy is preserved.

Guzmán LaLonde, P.A. crafts customized estate plans for clients throughout Minnesota, including families with members who have special needs. We treat our clients like family, and work closely with each individual or couple to draft an estate plan that reflects their wishes and goals and provides real peace of mind.

Estate Planning Services for Minnesota Families

Planning is a large part of our firm’s practice. We specialize in creating comprehensive estate plans precisely tailored to the unique needs of each client. We take pride in creatively preparing estate plans ranging from the simple and straightforward to high-value and complex, and in ensuring that your plan fits your needs now and for the future. The estate plans we create for our clients are thorough, accurate, and are built on the reliable and experienced legal advice of the attorneys at Guzmán LaLonde, P.A.

Guzmán LaLonde, P.A. provides legal services in various areas of estate planning, including:

• Wills
• Revocable living trusts
• Special needs/supplemental needs trusts
• Irrevocable Trusts
• Health care directives
• Powers of attorney
• Prenuptial agreements
• “Transfer on Death” deeds

Creating an Estate Plan with Us

An estate plan does more than just distribute your assets after your death. It establishes who will be able to make decisions on your behalf during your life, in the event that you become incapacitated. An estate plan that includes a revocable living trust or other documents can help your family avoid the probate process if that is your goal.

Guzmán LaLonde, P.A. also assists clients that have assets subject to estate tax by drafting additional trusts and business entities to reduce the tax implications as much as possible. We can make suggestions for estate tax reduction trusts and business entities based on the makeup of assets a client has and their personal and family needs. We can also advise you on charitable giving as part of your estate plan.

If you and your family need to establish an estate plan and you have any questions about starting the process, feel free to reach out and contact us. We have helped many individuals and families get an estate plan in order that is comprehensive and customized for their needs. The attorneys at Guzmán LaLonde, P.A. are here to help guide and assist you with your estate planning in a caring, skillful, and thorough manner.

Your Trusted Estate Planning Law Firm Serving Clients Across Minnesota

Guzmán LaLonde, P.A. is located in Apple Valley and serves clients with estate planning matters throughout Minnesota. Attorney Lori Guzmán is especially sought after for planning by families with special needs across the state. Our attorneys regularly work with clients in the metropolitan Twin Cities areas of St. Paul and Minneapolis, including Dakota, Scott, Carver, Hennepin, Goodhue, Ramsey, Rice, Washington, and Anoka counties.

We invite you to explore our website to learn more about the other services we provide, such as probate, guardianships and conservatorships, and family law. Often, individuals and families will find that they need assistance in these other areas of the law in the future. Details of these services will help educate you to determine if you might need additional help.