Mapping a Route to Your Peace of Mind
952-649-9771

Estate Planning

All too often, people “don’t know what they don’t know” about estate planning.

Good estate planning involves knowledge of Wills, Trusts, probate (i.e. estate administration), trust administration, taxes (e.g. income taxes, gift taxes, estate taxes, capital gains taxes), retirement plans, real estate, life insurance, powers of attorney, succession planning for small businesses, incapacity planning, pre-nuptial and post-nuptial agreements, planning for non-traditional families such as gay partners, protection of the inheritance of children from a first marriage when a second marriage is involved, and on and on.

And, your estate plan should be custom-tailored for you.

A thoughtful and comprehensive estate plan will help you solve problems and achieve goals such as:

  • Lessen the administrative burden on your grieving loved ones at your death, saving them time and heartache
  • Minimize taxes, saving money
  • Avoid probate, saving time and money
  • Provide fairly for your loved ones, even when equal division isn’t possible
  • Protect family heirlooms and provide for their orderly transfer to your intended beneficiaries
  • Provide a process for your children’s inheritance to give them time to gain financial maturity before getting a lump sum of money
  • Reduce disputes among your heirs by clearly stating your wishes
  • Protect an inheritance for children from your 1st marriage if you are now in a 2nd marriage
  • Provide seamless management of a business owned by a sole proprietor
  • Enable you and your business to manage effectively any periods in which you are incapacitated
  • Avoid probate in multiple states when you own real estate in more than one state

The thoughtful transfer of assets is an expression of your love for those you leave behind.

Wittenburg Law will help you sort through your options to achieve your objectives, and then work with you to develop a plan to achieve your goals. To learn more, call 952-649-9771 or contact the office online.

 

 

Bonnie Wittenburg

Meet Bonnie

Bonnie Wittenburg is the owner of Wittenburg Law, PLLC

Get In Touch

Wittenburg Law Office, PLLC
601 Carlson Parkway, Suite 1050
Minnetonka, MN 55305 

952-649-9771
Email Bonnie bonnie@bwittenburglaw.com

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Why purple?

The purple is a tribute to my mother, who died before I started my own law firm. Purple was my mother's favorite color.