Comprehensive estate planning services to ensure your assets are protected and your wishes are honored for future generations.
Schedule Your Planning ConsultationEstate planning isn't just about what happens after you're gone—it's about protecting your family, preserving your wealth, and ensuring your wishes are carried out exactly as you envision. Many people postpone estate planning, but having a solid plan in place brings peace of mind and protects what you've worked hard to build.
Our comprehensive estate planning services guide you through the process of organizing your assets, creating legal documents, and establishing plans to minimize taxes and probate costs. Whether you're just starting out or updating an existing plan, we work with experienced estate planning attorneys to ensure everything is in order.
Complete inventory and organization of all your assets and property
Strategies to reduce estate taxes and maximize inheritance for heirs
Structures to transfer assets efficiently and avoid lengthy probate process
Clear instructions and guardianship plans for minor children
Succession plans to protect and transfer your business interests
Confidence that your affairs are organized and your wishes are documented
We help you create a comprehensive summary of all your assets, property, accounts, and liabilities. This includes real estate, investments, retirement accounts, insurance policies, and digital assets.
A complete estate summary helps your family understand what you own, where assets are located, and how they should be distributed. This documentation is essential for efficient estate settlement.
Life changes—marriages, divorces, births, deaths. We conduct regular beneficiary reviews to ensure your designated beneficiaries on all accounts align with your current wishes.
Proper beneficiary designations can override your will and determine who receives your life insurance, retirement accounts, and transfer-on-death accounts. We ensure these are current and coordinated.
A will is the foundation of any estate plan, documenting how you want your property distributed and who will care for your minor children. We coordinate with experienced estate planning attorneys to prepare valid, comprehensive wills.
Your will becomes part of the probate process, so it's important to have one that clearly reflects your wishes and designates capable executors and guardians.
Trusts allow you to transfer assets outside of probate and provide control over how assets are distributed. Options include revocable living trusts, irrevocable trusts, and special needs trusts.
We work with attorneys to establish the right trust structure for your situation, coordinate funding, and provide guidance on ongoing trust administration and management.
These important documents designate someone to manage your financial and medical decisions if you become unable to do so. Includes durable power of attorney and healthcare power of attorney.
Without these documents, your family may need court intervention to manage your affairs. We help you select appropriate agents and ensure documents are properly executed.
If you own a business, succession planning ensures continuity and determines who will manage or inherit the business. Options include family succession, employee buyouts, or third-party sales.
Proper succession planning protects your business value and provides certainty for employees, customers, and your family. We coordinate with business advisors and attorneys on strategies.
We begin with a comprehensive consultation to understand your family, assets, goals, and concerns. This helps us develop a customized estate plan strategy.
We help you compile a complete list of assets, review beneficiary designations, and analyze tax implications. This creates a clear picture of your estate.
Based on your situation, we develop an estate plan strategy that addresses your goals, minimizes taxes, and protects your family. This may include trusts, wills, and other documents.
We coordinate with experienced estate planning attorneys to prepare all necessary legal documents. These are customized to your specific situation and fully compliant with Minnesota law.
You review all documents, ask questions, and make any necessary changes. Once satisfied, documents are properly executed with appropriate witnesses and notarization.
We help you implement your plan, including retitling assets into trusts if applicable. We then schedule periodic reviews to ensure your plan remains current as your situation changes.
Schedule a complimentary estate planning consultation and take the first step toward organizing your legacy.
Schedule Your Planning ConsultationThe information provided on this website is for educational and informational purposes only and does not constitute legal advice. McDonald Financial and Insurance Services, Inc. does not employ attorneys and does not receive compensation from any law firms or legal professionals. We are not a law firm and do not provide legal services.
Estate planning involves complex legal considerations that vary by state and individual circumstances. The completion of any estate planning documents must be done by a qualified attorney licensed in your jurisdiction. Our services are designed solely to help you organize your thoughts and information in preparation for consulting with a licensed attorney.
Nothing on this website should be construed as creating an attorney-client relationship. For legal advice regarding your specific situation, please consult with a qualified estate planning attorney in your area.
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