top of page



How to Make Sure You Don’t Accidentally Disown Your Grandchildren with Per Stirpes
Estate planning can be complex, and it’s not uncommon to make mistakes.
3 min read


Financial Planning for Retirement: Steps, Plans, and Rules
Are you planning to leave an inheritance? Or do you want to plan on spending as much as possible while you are living?
6 min read


Generational Wealth and the Gift of Financial Freedom
Studies indicate that 70% of inheritances are exhausted by the second generation, and a whopping 90% is gone by the third.
4 min read


Last Will and Testament Minnesota: A Simple Guide to the Basics
A will is a legal document that outlines how you’d like your assets distributed after your death.
6 min read


What You Need to Know About Multigenerational Estate Planning
As the name implies, “generational wealth” is the wealth that transfers from generation to generation.
3 min read


3 Estate Planning Tips for Small-Business Owners
Having a solid estate and succession plan in place may be crucial to your business’s long-term success.
2 min read
Search the Site:
bottom of page

