Estate Planning & Legacy Services in Minnesota & Wisconsin

We help individuals and families across Minnesota and western Wisconsin plan for what comes next. Whether you're just starting to think about a will or coordinating a more complex legacy, we provide thoughtful guidance to help you organize your estate, protect your loved ones, and make your wishes clear. Estate planning isn't just for later-it's a critical part of protecting your plan today.

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How We Approach Estate & Legacy Planning

We Start With What Matters Most
Before talking about documents or accounts, we talk about your people. Who depends on you? What do you want to leave behind? That clarity drives every decision we make.


We Help You Get Organized

From wills and beneficiary designations to trusts and powers of attorney, we help ensure everything is coordinated and up to date-so nothing falls through the cracks.


We Collaborate With Attorneys & Tax Advisors
We're not estate attorneys, but we do work closely with your legal and tax professionals to make sure your plan works from every angle.


We Keep the Process Simple
Estate planning doesn't have to feel overwhelming. We walk you through the essentials, explain the purpose behind each piece, and update your plan as life changes.

What's Included in Our Estate Planning & Legacy Services

01

Review of wills, trusts, & powers of attorney

02

Beneficiary coordination across all accounts

03

Trust & legacy planning support

04

Charitable giving & gifting strategies

05

Estate tax minimization planning

06

Collaboration with estate attorneys & CPAs

Who We Serve

We work with individuals, couples, and families across Red Wing, Cannon Falls, Hastings, and southeastern Minnesota-as well as nearby Wisconsin communities like Prescott, Ellsworth, and Hudson. Our clients range from working professionals to retirees-many of whom want to make sure their legacy is preserved and their loved ones are protected from confusion or conflict.

Common Estate Planning Questions

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  • Do I need an estate plan if I'm not wealthy?

    Yes. Estate planning isn't just about money-it's about clarity. Everyone needs basic documents to direct their care, protect loved ones, and outline their wishes.

  • What's the difference between a will and a trust?

    A will goes into effect after you pass away, while a trust can operate while you're alive and may help avoid probate. We help you explore both based on your goals.

  • How do I make sure my kids or heirs don't fight over money?

    A clear plan is the best protection. We help you structure distributions, select responsible decision-makers, and reduce the chances of confusion or dispute.

  • Do I need to update my plan?

    Most people do. We recommend reviewing your estate documents at least every 3-5 years, or after major life events like marriage, divorce, or the birth of a child.

  • Can you help with charitable giving in my estate plan?

    Yes. We help you explore tax-smart giving options that support your values and create a meaningful legacy.

Let's Talk About Your Legacy Plan

Estate planning is too important to put off. If you're ready to create or review your plan, we're here to guide the conversation and connect the dots.