Legacy Estate Planning

10/27/2024

✨ Introducing… The Legacy Workshop! ✨
In just TWO days, you’ll learn everything you need to finally complete your will, trust, health care directive, and power of attorney—without the stress.

👀 Plus: Flash sale starts NOW. You’ve got 7 days to secure your spot. 🎉

Tap the link in bio to save your seat! 🎟️

09/13/2024

I got to sign the wall!
My name is now (officially) written in the Minnesota CLE history books after my live broadcast of Drafting Wills A-Z: Health Care Directives and Powers of Attorney.
So much fun getting to speak on such an important topic🎤

09/11/2024

The 3 secrets to creating a family legacy and seamlessly transferring wealth without probate or unnecessary drama.

08/16/2024

Come see us live at the Burnhaven Library on August 29 at 6 pm! We hope to see you there!

08/11/2024

06/26/2024

A transfer on death deed can be an amazing tool to avoid probate and easily transfer your home to your kids or a loved one when you’re gone.
However, they aren’t for everyone in every situation. Check out a few things you should know about when they work and when they don’t.
Then make sure to comment NEWS to be added to our newsletter so you never miss the good stuff about planning your legacy. Cheers 🥂

06/19/2024

You don’t know until sh*t hits the fan. But not short cutting your legacy is worth the price of admission when you think about the cost, not only as it relates to price, but also heart ache, family fracture and time lost when someone passes away without the proper planning in place.
It doesn’t have to be that way at all… and to prove it to you, I want to invite you to sign up for our Legacy Builders Newsletter, where we share an article, a video and a special note from me every single week to help you make sure your legacy is secure.
Just comment LEGACY and we’ll add you to our list.
To your future 🥂

06/13/2024

Parents of kiddos with special needs
As they near 18, it’s time to consider what their nexts steps will be and how you can support them
It can be a lot to think about, so I made this video just for you

06/12/2024

There are so many myths floating around out there about how to plan for your legacy in a way that skips probate, limits probate and preserves your rights.
Get the RIGHT information.
Comment MYTH and I’ll send a short video right over.