Protecting Your Assets With Comprehensive Estate Planning
A sound estate plan accomplishes many legal and financial goals, including asset protection and establishing how your wealth and property are distributed after death. In some cases, estate planning can help your loved ones avoid probate. Estate plans can address many issues, from tax planning to providing for a child with special needs to naming a trusted loved one to make financial and medical decisions for you.
If you seek experienced estate planning guidance in Minnesota, my law office Jeffrey W. Lambert P.A. is here for you. I have more than 40 years of experience and lecture on estate planning and probate matters. I handle estate planning matters for clients in Plymouth, Wayzata and throughout the West Metro.
The Importance Of Creating An Estate Plan
The state of Minnesota has an estate plan for you and will implement it if you don’t make other arrangements. However, it’s unlikely that the state’s plan offers what is best for you and your loved ones. By crafting your own estate plan with the guidance of an experienced lawyer, you can give your loved ones the maximum financial protection available.
I listen to my clients to gain an understanding of their estate planning goals. What do you want your wealth and assets to do for you, and where do you want them to go? I can provide you with the legal guidance you need to answer these questions and create a legal strategy to put your goals into action.
About Special Needs Planning
If you have a child with special needs, you face unique estate planning challenges. It is important to put plans in place that protect your child’s interest into adulthood without compromising his or her eligibility for government benefits.
As the father of a child with Down syndrome, I understand firsthand the challenges you face and can help you create special needs trusts and other estate planning documents that protect your child’s interests. Through my legal work and association with the Down Syndrome Association of Minnesota, I keep up to date on all estate planning laws that affect children with special needs.