Home – Minnesota Family Plan

Helping You Protect
what Matters

Are you looking for peace of mind?
You've come to the right place.
We are an Estate Planning firm helping you plan for while
you are living and after you are gone.

Protections for All Stages of Life

Click on the life stage you are in to find out more.

Individual Planning
If you are young (18+) or single and don't own real estate(and if you do own real estate), should you still have a plan?

YES!

Click here to see what important planning you should have.

Young Family Protection Plan
Our greatest gift and responsibility is taking care of our family.

This may be the plan for you if you have minor children. Learn about what type of planning is important at this stage in life.

Grown Family &
Pre-Retirement Plan
All stages of life require specific types of planning.

If your children are grown and you are planning for retirement or have just entered into retirement this may be the plan for you.

Nursing Home Planning
Are you concerned about paying for long-term care?

The reality is that an individual turning 65 now has a 70% chance of needing long term care!

Medicaid Pre-Planning can save you and your loved ones from a lot of heartache, pain, and financial loss.

Why Choose Us

Benefit 1

Each plan is personalized to you and your life.

Benefit 2

Up-front pricing, so there are no hidden costs or surprises.

Benefit 3

We help you gain peace of mind. Planning ahead can help avoid additional heartache for you and your family.

Benefit 4

Our process of creating your personal plan is smooth and easy.

Client Testimonials

“They were great to work with in our estate planning. They were personal and professional. We are very happy to have found them to assist us in the planning for our future as well as the future of our children. We would definitely recommend them for estate planning needs.”

Jamie & Leslie S

“Absolutely wonderful, which has given us great peace of mind in our estate planning. They provide an outstanding service in their comprehensive package.”

Kevin & Tamara R

“Fantastic to work with! Their Legacy Wealth and Estate Planning process is practical and straightforward while enabling you to make tough and meaningful decisions that many of us try to avoid or postpone.”

Dale & Jane D