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# Safe Harbor Estate Law: Safe Harbor Estate Law creates legal plans to protect your assets, and your loved ones, saving money and hassle in the process. You manage your assets now. How will they be managed when you’re gone? If you’re in retirement or considering retirement, it’s critical to solidify a plan for your family. Helping Minnesota & Wisconsin Residents Navigate Asset Protection, Estate Planning & Probate with Care and Confidence

## Sitemaps
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## Posts
- [Long-Term Care Insurance Is Failing Some—Safe Harbor Offers More Options](https://safeharborestatelaw.com/long-term-care-insurance-is-failing-some/): Have you heard the recent local Minnesota news coverage about long-term care insurance companies delaying or denying claims—often when families need care services most? For many Minnesotans, this is more than just a headline. It's a frustrating and frightening reality, especially for those who have planned carefully and paid into their care insurance policies for decades.
- [10 Tips to Build a Tax-Wise Future](https://safeharborestatelaw.com/estate-tax-changes/): At Safe Harbor, we know taxes might not be the first thing on your mind when you think of estate planning—but ignoring them could cost your loved ones dearly. With some major changes expected soon, now is the time to take a fresh look at your plan.
- [New Minnesota Law Eliminates Spousal Responsibility for Medical Debt — Except for Medicaid/Medical Assistance Estate Recovery](https://safeharborestatelaw.com/spousal-responsibility-for-medical-debt/): As of August 1, 2024, a new law in Minnesota significantly changes the rules regarding medical debt between spouses. This legislation brings relief to many families who previously faced the stress of managing one spouse's medical bills, even when the other spouse wasn't directly responsible for the care.
- [From Yellowstone to Your Backyard: Tackling the Real-Life Inheritance Tax Drama](https://safeharborestatelaw.com/from-yellowstone-to-your-backyard-tackling-the-real-life-inheritance-tax-drama/): If you’re a Yellowstone fan, you know that the Dutton family has more to worry about than just land disputes and cowboy rivalries. One of their biggest challenges? Inheritance taxes. The show highlights a real-life issue that families—especially here in Minnesota—need to prepare for: estate taxes.
- [Whiplash Court Ruling: CTA Filing Requirement for Business Owners is Back on Hold](https://safeharborestatelaw.com/corporate-transparency-act/): Corporate Transparency Act (CTA) Update: Reporting Requirement Paused Again
- [Should I Gift My Home to My Kids?](https://safeharborestatelaw.com/should-i-gift-my-home-to-my-kids/): We often hear questions like, “Should I gift my home to my kids now to avoid probate?” or “What happens if I leave my house to my children in my will?” These are important questions, and understanding a tax concept called the step-up in basis can make a huge difference in your family’s financial future.
- [Dunning-Kruger Effect in Estate Planning: Why Overconfidence Can Lead to Costly Mistakes](https://safeharborestatelaw.com/dunning-kruger-effect-in-estate-planning/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [Estate Planning Bloopers: The Mistakes We’ve Actually Seen (and How to Avoid Them!)](https://safeharborestatelaw.com/estate-planning-mistakes/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [What to Do When Someone Dies: The Complete Checklist](https://safeharborestatelaw.com/what-to-do-when-a-loved-one-dies/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [What You Should Never Put in Your Will – 8 Things to Avoid](https://safeharborestatelaw.com/what-you-should-never-put-in-your-will/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [How Long Does a Will Remain Valid After Death?](https://safeharborestatelaw.com/how-long-is-a-will-valid-after-death/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [What is a Special Needs Trust and How Does it Work?](https://safeharborestatelaw.com/what-is-a-special-needs-trust/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [Can a Person With Dementia Still Sign Legal Documents?](https://safeharborestatelaw.com/can-a-person-with-dementia-sign-legal-documents/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [How to Prepare for the 2026 Estate Tax Exemption Sunset](https://safeharborestatelaw.com/estate-planning-law-changes/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [What Are Typical Long-Term Care Costs for Aging Adults in MN?](https://safeharborestatelaw.com/costs-of-long-term-care/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [How to Become a Caregiver for a Family Member in Minnesota or Wisconsin](https://safeharborestatelaw.com/how-to-become-a-caregiver-for-a-family-member/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [How to Protect Assets if Your Spouse Goes Into a Nursing Home](https://safeharborestatelaw.com/how-to-protect-assets-if-spouse-goes-into-nursing-home/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [Important New Earned Sick and Safe Time Rules Effective January 1, 2024](https://safeharborestatelaw.com/minnesota-earned-sick-and-safe-time-rules/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [How Inheritances Impact Your Social Security Benefit Eligibility](https://safeharborestatelaw.com/receiving-inheritance-while-on-benefits/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [Spotting Financial Elder Abuse in Your Family: 4 Tell-Tale Signs](https://safeharborestatelaw.com/financial-exploitation-of-the-elderly-by-family-members/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [What Are the Three Different Types of Advance Directives?](https://safeharborestatelaw.com/types-of-advance-directives/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [The Only Estate Planning Documents You Really Need](https://safeharborestatelaw.com/estate-planning-documents/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [Navigating the World of Elder Law: Your Compass to Peace of Mind](https://safeharborestatelaw.com/navigating-elder-law/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [The Importance of Estate Planning: Getting Started](https://safeharborestatelaw.com/importance-of-estate-planning/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [Decision-Making When Incapacitated: Who Makes Medical Decisions If You Can’t?](https://safeharborestatelaw.com/who-makes-medical-decisions-if-you-are-incapacitated/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [How to Set Up a Trust Fund for Your Child: Avoiding Common Mistakes](https://safeharborestatelaw.com/how-to-set-up-a-trust-fund-for-a-child/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [Understanding Wills and Trusts in Estate Planning: Your Blueprint for the Future](https://safeharborestatelaw.com/wills-and-trusts/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [Estate Planning During a Divorce: 4 Key Considerations](https://safeharborestatelaw.com/estate-planning-during-a-divorce/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [How Much Money Can You Have and Still Qualify for Medicaid?](https://safeharborestatelaw.com/medicaid-income-eligibility-limits/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [How Can I Find the Best Estate Planning Lawyer?](https://safeharborestatelaw.com/find-the-best-estate-planning-lawyer/): Elder financial abuse is an issue that affects many families, and it's not uncommon for siblings to be involved.  But what should you do if you suspect your sibling is financially abusing your elderly parent or grandparent? Is it your responsibility to report them to the authorities, or should you handle it another way? In this article, we'll explore the various aspects of elder financial abuse and help you understand the steps you can take to protect your loved ones.
- [Estate Administration: How Executors & Personal Representatives Get Paid](https://safeharborestatelaw.com/how-executors-and-personal-representatives-get-paid/): Elder financial abuse is an issue that affects many families, and it's not uncommon for siblings to be involved.  But what should you do if you suspect your sibling is financially abusing your elderly parent or grandparent? Is it your responsibility to report them to the authorities, or should you handle it another way? In this article, we'll explore the various aspects of elder financial abuse and help you understand the steps you can take to protect your loved ones.
- [What is an Elder Law Attorney?](https://safeharborestatelaw.com/what-is-an-elder-law-attorney/): Elder financial abuse is an issue that affects many families, and it's not uncommon for siblings to be involved.  But what should you do if you suspect your sibling is financially abusing your elderly parent or grandparent? Is it your responsibility to report them to the authorities, or should you handle it another way? In this article, we'll explore the various aspects of elder financial abuse and help you understand the steps you can take to protect your loved ones.
- [The Basics of Estate Administration](https://safeharborestatelaw.com/estate-administration-basics/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [Celebrating National Elder Law Month at Safe Harbor Estate Law](https://safeharborestatelaw.com/national-elder-law-month/): At Safe Harbor Estate Law, we are honored to have a focus area in elder law and wanted to highlight this during National Elder Law Month. During this month, we celebrate and honor our seniors and their contributions to society, and we focus on the unique legal needs of this population.
- [Financial Exploitation of the Elderly by Family: What to Do](https://safeharborestatelaw.com/elder-financial-abuse/): Elder financial abuse is an issue that affects many families, and it's not uncommon for siblings to be involved.  But what should you do if you suspect your sibling is financially abusing your elderly parent or grandparent? Is it your responsibility to report them to the authorities, or should you handle it another way? In this article, we'll explore the various aspects of elder financial abuse and help you understand the steps you can take to protect your loved ones.
- [Why We Have a Private Meeting With Our Clients](https://safeharborestatelaw.com/why-we-have-a-private-meeting-with-our-clients/): When we meet with our clients 1-on-1, we are able to provide our clients with personalized advice and recommendations that will best suit their needs. Our team at Safe Harbor Estate Law takes the time to understand each of our clients and their wishes for the future.
- [Talking to Aging Parents: Tips and Strategies](https://safeharborestatelaw.com/thetalk/): If you're a baby boomer, have you had "the talk" with your aging loved ones about getting their ducks in a row?That talk involves a frank discussion with loved ones about financial arrangements for the end of life. The discussion should include where they want to live, how they want to be cared for, how they want their money managed, and what legal preparations could help them with this important planning.
- [What Happens to a House When the Owner Dies?](https://safeharborestatelaw.com/what-will-it-take-to-sell-my-house-after-i-die/): Once you have passed away, the process of selling your home can be complex and often time-consuming. Depending on the size of your estate and the structure of your will, it may take anywhere from a few weeks to several months to sell your house. It is important to make sure that you have a plan in place as this can help to ensure a smooth sale process for your family and beneficiaries.
- [How can Parents Provide for a Caregiver Child?](https://safeharborestatelaw.com/caregivers/): November is National Caregivers Month! Taking care of a parent can be a full-time job. Children may have to give up paying jobs in order to provide care to aging parents. Unfortunately, caregiving is usually unpaid work. Parents who want to compensate a child who takes on the burden of caregiving may do so in one of several ways…
- [Causes of a Family Feud After You Die and What to Do About It](https://safeharborestatelaw.com/2-more-causes-of-a-family-feud-after-you-die-and-what-you-can-do-about-it/): When creating an estate plan with an attorney, there are certain things to include that may help avoid a conflict when you pass. If you don’t have a valid will or trust in place your estate could be at risk for a contest or claim within your family. Margaret Barrett, estate plan attorney, discusses ways to prevent any contest against your will and that your assets are distributed to your wishes.
- [3 Family Dynamics That Can Lead to a Family Feud and What You Can Do About It](https://safeharborestatelaw.com/3-family-dynamics-that-can-lead-to-a-family-feud-and-what-you-can-do-about-it/): Its not uncommon to have potential rifts between family members over an estate plan. There are certain family dynamics that may warrant a claim against an estate. In this video Margaret Barrett goes over the three most common family dynamics that could increase the chances of a family feud over an will or trust.
- [2 Most Common Claims In An Estate Family Feud and What You Can Do About It](https://safeharborestatelaw.com/2-most-common-claims-in-an-estate-family-feud-and-what-you-can-do-about-it/): Feuds within your family over your estate may occur whether you have a will or trust in place or not. There are common claims that can be made over an estate that can be prevented with the right plan in place. Attorney Margaret Barrett discusses how to ensure your wishes are fulfilled without any claims made against it. Don’t wait, call us today at 612-615-9535 to speak with an experienced attorney today!
- [How to Pay for Long Term Care: A Guide](https://safeharborestatelaw.com/how-will-i-pay-for-long-term-care/): Long-term care can be costly if you don’t plan ahead. There are ways to pay for your future care that don’t require you to drain your savings. By hiring an expert in estate planning and elder law, you can rest assured you will be taken care of. Don’t wait, call us today at 612-615-9535 to speak with an experienced attorney today!
- [What Is a Medicaid Asset Protection Trust?](https://safeharborestatelaw.com/what-is-a-medicaid-asset-protection-trust-why-would-i-consider-getting-one/): You can now set up a Medicaid Asset Protection Trust (MAPT) in Minnesota, but do you need one? If you are wondering how you will be able to afford your future care needs or how you can protect your beneficiaries, you may want to consider a MAPT. An experienced Medicaid attorney can answer all your questions and help you set up a MAPT.
- [Do I Need a Will or a Trust: What You Should Know](https://safeharborestatelaw.com/do-i-need-a-will-or-do-i-need-a-trust/): An estate plan consists of many different types of documents, each with its own purpose. Which documents are included in your plan will depend on your unique situation. Engaging with a professional estate planning attorney on whether or not you need a will or a trust will save you worry and money in the long run.
- [What Is Long-Term Care and How Can I Plan for It?](https://safeharborestatelaw.com/what-is-long-term-care-should-i-be-worried-about-how-to-plan-for-it/): There are many ways to plan for your future, but one of the most important things you can do is to make sure you have a solid understanding of your options for long-term care. This way, you can make the best decision for your future, and be prepared for whatever may come your way. Hiring an attorney who specializes in these matters not only provides you peace of mind but will help you get the result that you need.
- [When Does it Pay to Have an Attorney Complete Your Medicaid Application?](https://safeharborestatelaw.com/when-does-it-pay-to-have-an-attorney-complete-your-medicaid-application/): Navigating the Medicaid application process can be difficult. There are many confusing rules that even the county workers may not be fully versed in, and getting caught up on something can make your application take longer or, in the worst case, be denied. Hiring an attorney who specializes in these matters not only provides you peace of mind, but it will help you get the result that you need.
- [What Are Some Problems With Transfer on Death Deeds?](https://safeharborestatelaw.com/can-i-be-sure-a-transfer-on-death-deed-will-avoid-probate/): Do you have concerns about your a Transfer on Death Deed? Are you worried that your loved ones will be unable to avoid probate with a TODD? Margaret Barrett discusses how a TODD works and whether or not you should be concerned about its use.
- [Are you the next Contract or Associate attorney for our law firm?](https://safeharborestatelaw.com/associateattorney-ad/): Are you looking for a growing, innovative culture where quality teamwork improves people’s lives every day? Do you thrive as a big fish in a small but fast growing pond, with the owner’s ear tuned in to you? Would you enjoy the opportunity to interact with clients daily, design and execute strategies for clients, and shape firm processes, rather than push paper all day? Do you get excited about opportunities to grow personally and professionally?
- [New Court Ruling Creates Another Hidden Danger for TODDs](https://safeharborestatelaw.com/new-court-ruling-creates-another-hidden-danger-for-todds/): Have you heard of a Transfer on Death Deed, or TODD? People often use TODDs to avoid probate, but they're not always known to work. A recent court ruling makes them even more risky. Safe Harbor Estate Law understands that you want to protect what is important to you, and we offer a number of ways to help you do just that. Get in touch with us today to learn more about what we can do for you, and why a living trust is preferable to a will or TODD.
- [Are You Worried Someone Is Taking Advantage of Your Senior Parents?](https://safeharborestatelaw.com/are-you-worried-someone-is-taking-advantage-of-your-senior-parents/): You're concerned that your parent has someone in their life taking advantage of them, but you're not sure what to do because you're worried about interfering in your parent's autonomy and independence. We understand, and we can help. In this video, Margaret Barrett explains just a few situations that we have seen and helped to resolve for our clients that helped people protect their loved ones in a bad situation.
- [Bank Account Beneficiary Rules: What You Need to Know](https://safeharborestatelaw.com/can-i-just-put-beneficiary-designations-on-all-of-my-accounts/): Are you wondering if beneficiary designations can serve the same purpose as a will? Will such designations guarantee your money is distributed to your wishes when you're gone? In this clip, Margaret Barrett explains that working with an estate planning attorney is the best way to make sure that your wishes are followed in the event of your passing. She explains just some of the disadvantages of beneficiary designations and makes the case for turning to an estate planning attorney for creating a plan that will provide you and your family peace of mind.
- [New Year’s Day and Christmas Spent in the Emergency Room](https://safeharborestatelaw.com/new-years-day-and-christmas-spent-in-the-emergency-room/): You never know when an emergency can hit. Whether it's a sudden turn in health or an accident, a trip to the emergency room is almost always an unexpected and unwelcome surprise. If you or your loved ones don't have your paperwork in order to communicate your wishes, the trip to the emergency room can cause even more stress. At Safe Harbor, we believe that a big part of estate planning is saving your family and loved ones from further undue stress in already difficult situations. That's why we encourage everyone to consider a life and legacy session to understand the best way to plan their estate and find peace of mind.
- [What to Ask Before Hiring an Estate Planning Firm](https://safeharborestatelaw.com/3-important-questions-to-ask-before-hiring-an-estate-planning-firm/): If you're looking for an attorney to help you with your estate planning, don't just go with the first option you see. Make sure you're looking for an attorney who is skilled in estate planning and will listen to you to identify your needs and put them first.
- [Why You Should Never Seek Medicaid Funding Advice from the County](https://safeharborestatelaw.com/why-you-should-never-seek-medicaid-funding-advice-from-the-county/): We help clients every day who are worried about paying for long-term care. Navigating the process of applying for Medicaid funding can be difficult and tedious. Our experts know the ins and outs of the Medicaid process better than most and can help you find the best course of action to protect your assets and care for your loved ones.
- [Why You Should Never Seek Medicaid Funding Advice from a Nursing Home](https://safeharborestatelaw.com/why-you-should-never-seek-medicaid-funding-advice-from-a-nursing-home/): Paying for long-term care can be expensive, and worrying about where the money will come from can cause a lot of anxiety. In situations like these, it's understandable that you'd want to find answers quickly, but getting legal advice from a nursing home isn't the right choice. The expert estate planning attorneys at Safe Harbor are the right choice to help you with long-term care funding, while also protecting your assets and avoiding undue worry.
- [What You Can Expect as a Client of Safe Harbor Estate Law](https://safeharborestatelaw.com/what-you-can-expect-as-a-client-of-safe-habor-estate-law/): At Safe Harbor, we believe that it’s important to offer the most empathetic and compassionate estate law services in Minnesota. We want to be transparent with you and empower you to make the best decisions for you.Our Client Intake Specialist, Gabrielle Schliesmann, helps explain what it means to us to provide quality service to each person that calls.
- [Why You Need Medicaid Application Help](https://safeharborestatelaw.com/why-you-shouldnt-complete-the-medicaid-application-application-alone/): Paying for long-term care can quickly drain your loved ones’ finances. Medicaid can help. But the application process can be frustrating and time-consuming, even overwhelming.We can help take a lot of the pain out of the application process. Our experts know these applications and can help you with everything from application preparation to communicating with the county about your application after it’s done.
- [How Safe Harbor Helps You Save on Nursing Home Expenses](https://safeharborestatelaw.com/how-safe-harbor-estate-law-helps-you-save-on-nursing-home-expenses/): Whether you or a loved one are in need of care now, or are looking into how to pay for a nursing home in the near future, Safe Harbor can help you to protect your assets and manage the costs of long-term care. Attorney Michael Teeter explains in this video how Safe Harbor can help you set up plans that will help prevent you from spending all of your assets on care.Thinking about a nursing home or another form of long-term care for you or a loved one? Don’t wait to reach out! Contact us as soon as possible to schedule an appointment to discuss how Safe Harbor can protect your assets. Get in touch with us today, either by calling us at 612-615-9535 or visiting our contact page, to learn more about our services. We look forward to hearing from you!
- [The Four Cs – Our Unique Approach to Estate Planning in Minnesota](https://safeharborestatelaw.com/the-four-cs-our-unique-approach-to-estate-planning-in-minnesota/): If you’re looking for an estate planning attorney in Minnesota, go with an firm that puts your needs first. Safe Harbor Estate Law goes above and beyond by practicing “The Four Cs,” a set of principles that guide our approach to each and every client. From caring and communication to customization and completeness, we make sure each client receives genuinely empathetic help in their estate planning needs.There is no time like the present to get this important business done. Get in touch with us today, either by calling us at 612-615-9535 or visiting our contact page, to learn more about our services. We look forward to hearing from you!
- [We Offer the Personal Touch for Estate Planning in Minnesota](https://safeharborestatelaw.com/we-offer-the-personal-touch-for-minnesota-estate-planning/): At Safe Harbor, we understand that there are many factors that go into planning your estate that are difficult to approach. Discussions about money or property are often difficult enough, but with the additional pressure of end-of-life planning, it can be a topic that an individual will often want to put off as long as possible. But it’s because we understand this that we’re so committed to making this as easy as we can for our clients.There is no time like the present to get this important business done. Get in touch with us today, either by calling us at 612-615-9535 or visiting our contact page, to learn more about our services. We look forward to hearing from you!
- [3 Reasons Why it is Important to Plan During COVID-19](https://safeharborestatelaw.com/3-reasons-why-it-is-important-to-plan-during-covid-19/): There are many reasons why you may be looking for an estate planning attorney in Minnesota. Perhaps one of the most important at the moment is to address the continuing COVID-19 pandemic. As COVID ebbs and flows, it becomes apparent that now, perhaps more than ever, it is important to have all your documentation in place in the event of an emergency.There is no time like the present to get this important business done. Get in touch with us today, either by calling us at 612-615-9535 or visiting our contact page, to learn more about our services. We look forward to hearing from you!
- [COVID-19 Makes Planning Your Estate More Important Than Ever](https://safeharborestatelaw.com/covid-19-makes-planning-your-estate-important/): With the Delta and Lambda variant spreading of late, revisiting COVID-19 advice may be timely. In this video, Margaret Barrett explains how important it is to establish your paperwork in case of a COVID emergency. From expressing your medical care wishes to having your estate in order in case the worst should come to pass, now is the time to get your ducks in a row with a thought-out and documented estate plan.Important things can’t wait. Call us today at (612) 615-9535 and take the first step towards peace of mind. We look forward to helping you!
- [Irrevocable Trust in MN – What Is It?](https://safeharborestatelaw.com/irrevocable-trusts/): For many years people in Minnesota and other states used a special type of irrevocable trust to shelter assets from having to be spent on the long-term care expenses that often arise towards the end of life (whether in the form of assisted living or nursing home care). To simplify things, when one goes into a care facility, someone must pay for the cost of that care. The most common ways that people pay these expenses are either to self-pay or pay using government assistance program called Medical Assistance (Minnesota’s name for Medicaid). Although many would like to use the Medical Assistance program to pay for these expenses, the Medical Assistance program has very stringent qualification requirements and advertises itself as the payor of last resort. In the past people who would not otherwise qualify for Medical Assistance were able to preplan by placing their assets into this special type of irrevocable trust and, after a five-year waiting period, these assets would no longer be countable against them if they applied for Medical Assistance.
- [Planning for Your Special Needs Child](https://safeharborestatelaw.com/planning-for-your-special-needs-child/): A professional estate law attorney can help you to ensure the safety of your special needs child with expert guardianship and trust planning in Minnesota and Wisconsin. Learn more about why these steps may be important, and how we can help, by checking this out today.
- [What Does an Estate Planning Lawyer Do If You Lose the Will?](https://safeharborestatelaw.com/how-an-estate-law-attorney-can-help/): Turning to a professional Minnesota estate law attorney can help you in the event that your loved one’s will has gone missing following their passing. This video lets you know what steps to take to try to find the will, and what must be done if it cannot be found.
- [How An Estate Plan is Like a Refrigerator](https://safeharborestatelaw.com/how-an-estate-plan-is-like-a-refrigerator/): Keep your assets fresh and protected with an estate plan with help from some of the top estate planning attorneys in Minnesota! Safe Harbor Estate Law wants to help you protect what is important to you.
- [More Tips for Staying Out of the Nursing Home](https://safeharborestatelaw.com/more-tips-for-staying-out-of-the-nursing-home/): Margaret offers more tips for staying out of the nursing home or assisted living facility and maintaining an independent lifestyle.
- [Overcome the Challenges of Paying for Long-Term Care](https://safeharborestatelaw.com/overcoming-the-challenges-of-paying-for-long-term-care/): Margaret helps you understand the cost of long-term care, and how Safe Harbor Estate Law can help you to try to ease the burden of the expense!
- [How to Stay Out of the Nursing Home](https://safeharborestatelaw.com/3-quick-and-useful-tips-for-staying-out-of-the-nursing-home/): Afraid of the nursing home? You’re not alone! We offer a few tips for maintaining your independence and staying in your home.
- [June 2021 Special Medicaid Bulletin](https://safeharborestatelaw.com/2021medicaidrules/): *
- [Estate Planning Tips for Keeping the Family Together](https://safeharborestatelaw.com/3-tips-for-keeping-the-family-together-through-estate-planning/): Effective estate planning can help keep your family together after you’ve passed. We’ve offered 3 tips for planning to help ensure your family continues meeting for the holidays!
- [The 3 Important Questions to Ask Before Hiring an Estate Plan Attorney](https://safeharborestatelaw.com/the-3-important-questions-to-ask/): There are 3 key questions to ask when you’re looking for an estate law attorney to help you avoid the wrong choice.
- [What Does an Elder Law Attorney Do?](https://safeharborestatelaw.com/why-you-should-work-with-an-elder-law-attorney-for-ma/): With the help of Safe Harbor Estate Law’s expert attorneys, you can maximize your benefits and avoid scams.
- [Securing Legal Documents to Care for Adult Children in an Emergency](https://safeharborestatelaw.com/securing-legal-documents-to-care-for-adult-children-in-an-emergency/): Planning for the unthinkable will allow you to protect your adult children in the event of an emergency.
- [What Is the Mental Capacity to Sign Legal Documents?](https://safeharborestatelaw.com/is-too-late-for-your-loved-ones-to-sign-documents/): A trust has definitive advantages over a will! A trust often avoids a messy, expensive, and invasive probate process.
- [Why Would Anyone Choose a Trust Over a Will?](https://safeharborestatelaw.com/why-would-anyone-choose-a-trust-over-a-will/): A trust has definitive advantages over a will! A trust often avoids a messy, expensive, and invasive probate process.
- [2021 Law Firm 500 Honoree](https://safeharborestatelaw.com/2021-law-firm-500-honoree/): Since our establishment, our team at Safe Harbor have been dedicated to providing excellence in customer service resulting in many happy clients. In doing so, our commitment and focus has taken us on a fabulous journey of growth – both personally and for our business.
- [Common Mistakes of DIY Estate Planning](https://safeharborestatelaw.com/diyestateplan/): The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply not true.
- [Your Personal Property Memorandum: 4 Tips for Success](https://safeharborestatelaw.com/personalpropertymemorandum/): What is a personal property memorandum? It is a frequently-used estate planning document that provides an opportunity to expand upon your will or trust. Many wills or trusts simply divide the whole of an estate equally between surviving family members.  But, what if you’d prefer a more detailed plan for particular items you want to leave to specific individuals?

## Pages
- [Jenna Woitalla](https://safeharborestatelaw.com/jenna-woitalla/): I earned my B.S. in Environmental Sciences, Policy, and Management from the University of Minnesota Twin Cities College of Food, Agricultural and Natural Resource Sciences in 2025. After graduation, I spent the summer working in Northern Minnesota before returning to the Twin Cities to begin my career in the legal field. Before joining Safe Harbor Estate Law, I worked at a civil litigation law firm, where I gained valuable experience in the legal profession and developed a strong appreciation for the important work that happens behind the scenes to support attorneys and clients. My background in environmental science strengthened my analytical thinking, attention to detail, and problem-solving skills, while my experience in the legal field reinforced my desire to help people navigate important life decisions.
- [Chelsie Charest](https://safeharborestatelaw.com/chelsie-charest/): I am an experienced administrative and client service professional with 16 years of experience in multiple sectors such as; retail management, executive and administration support, supply chain operations, and account management. I pride myself on building long lasting relationships and creating seamless experiences for clients and colleagues alike.
- [Joseph Donley](https://safeharborestatelaw.com/joseph-donley/): I earned my bachelor’s degree in history from St. Cloud State University. I then attended Elon University School of Law in Greensboro, North Carolina, where I graduated in December 2023. During that time, I was also enrolled in a dual-degree program through Vermont Law School, where I earned my master’s degree in Environmental Law and Policy. While at Elon Law, I was recognized by the North Carolina Bar Association for completing 75 hours of pro bono service.
- [Charlotte Russell](https://safeharborestatelaw.com/charlotte-russell/): I earned my Bachelor of Social Work degree from Liberty University in 2019. I spent my first year out of school working as a Foster Care Case Manager, which introduced me to the legal field. That experience led me to work at a law firm in Virginia as an Administrative/Legal Assistant. Upon moving back to Minnesota, I am excited to be working at a law firm again. In the work that I do, I strive to serve people with compassion and empathy, and I am happy to be working at a place that does that.
- [Ashley Vander Heiden](https://safeharborestatelaw.com/ashley-vander-heiden-2/): I graduated from Crown College with a B.A. in Marketing and a minor in Honors. I have completed two marketing internships across different industries, which have provided me with hands-on experience and helped me grow in confidence as a professional. I also played collegiate soccer, an experience that strengthened my work ethic, resilience, and ability to collaborate effectively with others; skills I carry with me into the workplace every day.
- [Minnesota Medicaid Planning Attorney](https://safeharborestatelaw.com/minnesota-medicaid-planning-attorney/): As we age, it becomes increasingly important to plan for our long-term care needs. Medicaid planning is a crucial part of this process for many seniors, particularly those with limited financial resources.
- [Minnesota Guardianship Attorney](https://safeharborestatelaw.com/minnesota-guardianship-attorney/): If you're facing the challenging decisions of guardianship and conservatorship, don't go through it alone. Let our Minnesota guardianship attorneys guide you through the process and provide peace of mind. Contact us today to discuss how we can help.
- [Home](https://safeharborestatelaw.com/)
- [Minnesota Trust Lawyer](https://safeharborestatelaw.com/minnesota-trust-lawyer/): Contact a Minnesota trust lawyer today to learn more about how we can help you.
- [Minnesota Will Lawyer](https://safeharborestatelaw.com/minnesota-will-lawyer/): Are you looking for an experienced lawyer to create a will in Minnesota?  You’re in the right place. Our team of estate planning attorneys at Safe Harbor Estate Law are committed to providing you with personalized, knowledgeable legal advice.
- [Minnesota Probate Lawyer](https://safeharborestatelaw.com/minnesota-probate-lawyer/): Contact a Minnesota probate lawyer today to learn more about how we can help you with your probate and estate planning needs.
- [Elder Law](https://safeharborestatelaw.com/minnesota-elder-law-attorney/): A Minnesota elder law attorney can help guide you through the legal maze and offer solutions that fit your unique needs. At Safe Harbor Estate Law in St. Paul, we are passionate about protecting seniors and individuals with disabilities and are dedicated to ensuring that you receive the care and attention you deserve.
- [Asset Protection Services in St. Paul, MN](https://safeharborestatelaw.com/minnesota-asset-protection-lawyer/): Are you worried about protecting your assets in Minnesota while planning for long-term care?
- [Special Needs Lawyer and Other Legal Services in Minnesota](https://safeharborestatelaw.com/minnesota-special-needs-planning-attorney/): Let’s explore the role of a Minnesota special needs planning attorney, the benefits of working with one, and what estate planning tools are available for families with disabled children or adults.
- [Minnesota Estate Planning Attorneys](https://safeharborestatelaw.com/minnesota-estate-planning-attorneys/): With the help of an experienced Minnesota estate planning attorney, you can create a well-crafted estate plan. It will give you peace of mind knowing that your loved ones are taken care of and your assets are protected.
- [Margaret Barrett](https://safeharborestatelaw.com/margaret-barrett/): I’ve been through many of the same challenges my clients face, which helps me understand what will truly help them. Twenty-five years ago, I lost my first husband in a tragic car accident. That experience, along with supporting my children, navigating a long estate battle, and later caring for my father with dementia, shaped my desire to help families plan for the future with clarity and peace of mind. As both a parent and a business owner, I know the importance of making sure things run smoothly for loved ones when illness or death eventually come.
- [Richard Baum](https://safeharborestatelaw.com/richard-baum/): “Our attorney, Richard Baum, had studied our original paperwork and had memorized our children’s names, and understood relationships before we even met. This gave us confidence that the team would pay attention to all details of our estate plan. Our questions were quickly answered and next steps explained. We are thankful and extremely satisfied with their service.” — Recent Estate Planning Client
- [Ben Francis](https://safeharborestatelaw.com/ben-francis/): I graduated from Olivet Nazarene University in 2008 with a BA in Psychology. I went to Mitchell Hamline School of Law and graduated Magna Cum Laude in 2022.
- [Michael Teeter](https://safeharborestatelaw.com/michael-teeter/): Michael Teeter is one of our attorneys at Safe Harbor Estate Law and one of the few attorneys in Minnesota who has experience in Medicaid Asset Protection Trusts. Watch the video below to learn more about Michael and his role at Safe Harbor!
- [Happy Holidays Business Owners](https://safeharborestatelaw.com/happy-holidays-business-owners/): FREE Business Succession Plan document included at no additional cost when you complete your estate plan.
- [Daniel Boisvert](https://safeharborestatelaw.com/daniel-boisvert/): I’m a third-year law student at the University of St. Thomas School of Law, and I’ve been working as a law clerk at Safe Harbor Estate Law since May 2025. Before joining the team, I graduated from the University of Minnesota with a degree in History and spent a year as a legal services specialist at a large law firm in Minneapolis, where I gained valuable experience supporting clients and attorneys. Being in law school has deepened my understanding of the law and strengthened my commitment to helping people navigate complex legal situations with clarity and compassion.
- [Christy DePasquale](https://safeharborestatelaw.com/christy-depasquale/): I have over five years of experience in estate planning, including drafting wills, trusts, powers of attorney, and health care directives. I have also worked closely with families in navigating the court system in both guardianship and probate matters. In addition, I am actively involved in the Minnesota State Bar Association Elder Law Section and Minnesota Association for Guardianship and Conservatorship.
- [Download PDF](https://safeharborestatelaw.com/download-pdf/): The link to download will appear after hitting submit.
- [Legal Operations Coordinator](https://safeharborestatelaw.com/legal-operations-coordinator/): I earned my B.A. in English from Hillsdale College in 2024. I have worked for Safe Harbor for a few years, either as an intern, or as a part-time employee, and I’m excited to now be a full-time member of the team! I have worked in all different corners of the firm, so I have learned a wide range of administrative and legal skills, which I now bring to my role as a Legal Assistant.
- [Julia Sams](https://safeharborestatelaw.com/julia-sams/): I earned my B.S. in Human Resources & Marketing from the University of Minnesota Carlson School of Management in 2019 and soon found myself in the world of recruiting. After working as a recruiter for some time, I shifted to the operations side of recruiting where I stayed for four years before joining the firm. These experiences have given me a well-rounded foundation in both people and process, which I now bring to my role at Safe Harbor.
- [Anna Damrow](https://safeharborestatelaw.com/anna-damrow/): I earned my B.S. in Business with a focus in Marketing from the University of Minnesota’s Carlson School of Management. Before joining Safe Harbor Estate Law, I worked at a mass tort law firm and quickly realized how much I enjoyed the pace and professionalism of the legal field. I’ve served as both an administrative and legal assistant, and I love being able to combine my organizational strengths with my passion for working directly with people. My current role allows me to do just that—supporting clients while helping make the legal process approachable and smooth.
- [Tanda Eidsvoog](https://safeharborestatelaw.com/tanda-eidsvoog/): I received my undergraduate degree from Bethel University and have a BA in Social Work. I went to Mitchell Hamline School of Law and graduated Cum Laude with a Juris Doctor.
- [Meet Naomi Dahl](https://safeharborestatelaw.com/meet-naomi-dahl/): *Life & Legacy Sessions discuss Estate Planning matters (wills, trusts, document updates, etc.), Elder Law, Asset Protection, and Medicaid Planning.
- [Meet Nate Smith](https://safeharborestatelaw.com/meet-nate-smith/): *Life & Legacy Sessions discuss Estate Planning matters (wills, trusts, document updates, etc.), Elder Law, Asset Protection, and Medicaid Planning.
- [Naomi Dahl](https://safeharborestatelaw.com/naomi-dahl/): I earned my B.A. in Criminal Justice with a Minor in Sociology from the University of North Dakota in 2014. Additionally, as a former D1 collegiate athlete, I deeply understand the significance of teamwork and effective communication. My diverse background includes roles in communication, marketing, and sales, all of which have contributed to the development of my professional skills. These experiences have equipped me with the expertise needed to effectively serve clients at Safe Harbor Estate Law.
- [Are your ducks in a row?](https://safeharborestatelaw.com/are-your-ducks-in-a-row/): The link to download will appear after hitting submit.
- [Thank You –  Are your ducks in a row?](https://safeharborestatelaw.com/thank-you-are-your-ducks-in-a-row/): CLICK HERE to download your free report!
- [Makenzie Zenisek](https://safeharborestatelaw.com/makenzie-zenisek/): What do you like to do in your spare time?
- [Dementia Incapacity Planning](https://safeharborestatelaw.com/dementia-incapacity-planning/): Let us help you find peace of mind with our dementia incapacity planning services.
- [Upcoming Events](https://safeharborestatelaw.com/our-events/): CONTENTS
- [Book Now](https://safeharborestatelaw.com/book-now/): *Life & Legacy Sessions discuss Estate Planning matters (wills, trusts, document updates, etc.), Elder Law, Asset Protection, and Medicaid Planning. The cost for these sessions is $150 due at the time of booking to cover the 1.5-hour in person meeting. Session fees are refundable if you contact us to cancel your session at least 5 days prior to the appointment date, allowing us to offer the date to other potential clients, OR if you did not find value in your session.
- [2023 Law Firm 500 Honoree](https://safeharborestatelaw.com/lawfirm500/): Safe Harbor Estate Law Named a 2023 Law Firm 500 Honoree
- [Accessibility Statement](https://safeharborestatelaw.com/accessibility-statement/): Our law firm is committed to allowing seamless, accessible, and unhindered use of our services for all individuals. We have taken, and continue to take, reasonable steps to ensure that this is also the case for those of us with disabilities that may make it more challenging to access information using technology.
- [Sitemap](https://safeharborestatelaw.com/sitemap/): Sitemap Pages 10 Questions to Ask Before Hiring an Estate Planning Attorney
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Elder Law – Be Proactive
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Minnesota Estate Planning Attorneys
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Special Needs Lawyer and Other Legal Services in Minnesota
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Thank You
Thank You – Are your ducks in a row?
Thank You – Top Ten Estate Planning Movies
Thank You – What Your Need To Know Before Starting Your Estate Plan
Thank You – Will vs Trust
Thank You – 10 Questions to Ask Before Hiring an Estate Planning Attorney
Thank You – Ducks in a Row Checklist
Thank You – Red Flags
Thank You – Ways To Stay Out of the Nursing Home and Keep Your Independence
The Smooth Sailing System | Estate Plan Attorneys in St. Paul, MN
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What Your Need To Know Before Starting Your Estate Plan
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Will vs. Trust: What Is the Difference?
You Should Work Here Posts by category Category: Estate Planning Long-Term Care Insurance Is Failing Some—Safe Harbor Offers More Options 10 Tips to Build a Tax-Wise Future New Minnesota Law Eliminates Spousal Responsibility for Medical Debt — Except for Medicaid/Medical Assistance Estate Recovery From Yellowstone to Your Backyard: Tackling the Real-Life Inheritance Tax Drama Should I Gift My Home to My Kids? Dunning-Kruger Effect in Estate Planning: Why Overconfidence Can Lead to Costly Mistakes Estate Planning Bloopers: The Mistakes We’ve Actually Seen (and How to Avoid Them!) What to Do When Someone Dies: The Complete Checklist What You Should Never Put in Your Will – 8 Things to Avoid How Long Does a Will Remain Valid After Death? What is a Special Needs Trust and How Does it Work? Can a Person With Dementia Still Sign Legal Documents? How to Prepare for the 2026 Estate Tax Exemption Sunset What Are Typical Long-Term Care Costs for Aging Adults in MN? How to Become a Caregiver for a Family Member in Minnesota or Wisconsin How to Protect Assets if Your Spouse Goes Into a Nursing Home Category: Uncategorized Whiplash Court Ruling: CTA Filing Requirement for Business Owners is Back on Hold Important New Earned Sick and Safe Time Rules Effective January 1, 2024 How Inheritances Impact Your Social Security Benefit Eligibility Spotting Financial Elder Abuse in Your Family: 4 Tell-Tale Signs What Are the Three Different Types of Advance Directives? The Only Estate Planning Documents You Really Need Navigating the World of Elder Law: Your Compass to Peace of Mind The Importance of Estate Planning: Getting Started Decision-Making When Incapacitated: Who Makes Medical Decisions If You Can’t? How to Set Up a Trust Fund for Your Child: Avoiding Common Mistakes Understanding Wills and Trusts in Estate Planning: Your Blueprint for the Future Estate Planning During a Divorce: 4 Key Considerations How Much Money Can You Have and Still Qualify for Medicaid? How Can I Find the Best Estate Planning Lawyer? Estate Administration: How Executors & Personal Representatives Get Paid What is an Elder Law Attorney? The Basics of Estate Administration Celebrating National Elder Law Month at Safe Harbor Estate Law Financial Exploitation of the Elderly by Family: What to Do Why We Have a Private Meeting With Our Clients Talking to Aging Parents: Tips and Strategies What Happens to a House When the Owner Dies? How can Parents Provide for a Caregiver Child? Causes of a Family Feud After You Die and What to Do About It 3 Family Dynamics That Can Lead to a Family Feud and What You Can Do About It 2 Most Common Claims In An Estate Family Feud and What You Can Do About It How to Pay for Long Term Care: A Guide What Is a Medicaid Asset Protection Trust? Do I Need a Will or a Trust: What You Should Know What Is Long-Term Care and How Can I Plan for It? When Does it Pay to Have an Attorney Complete Your Medicaid Application? What Are Some Problems With Transfer on Death Deeds? Are you the next Contract or Associate attorney for our law firm? New Court Ruling Creates Another Hidden Danger for TODDs Are You Worried Someone Is Taking Advantage of Your Senior Parents? Bank Account Beneficiary Rules: What You Need to Know New Year’s Day and Christmas Spent in the Emergency Room What to Ask Before Hiring an Estate Planning Firm Why You Should Never Seek Medicaid Funding Advice from the County Why You Should Never Seek Medicaid Funding Advice from a Nursing Home What You Can Expect as a Client of Safe Harbor Estate Law Why You Need Medicaid Application Help How Safe Harbor Helps You Save on Nursing Home Expenses The Four Cs – Our Unique Approach to Estate Planning in Minnesota We Offer the Personal Touch for Estate Planning in Minnesota 3 Reasons Why it is Important to Plan During COVID-19 COVID-19 Makes Planning Your Estate More Important Than Ever Irrevocable Trust in MN – What Is It? Planning for Your Special Needs Child What Does an Estate Planning Lawyer Do If You Lose the Will? How An Estate Plan is Like a Refrigerator More Tips for Staying Out of the Nursing Home Overcome the Challenges of Paying for Long-Term Care How to Stay Out of the Nursing Home June 2021 Special Medicaid Bulletin Estate Planning Tips for Keeping the Family Together The 3 Important Questions to Ask Before Hiring an Estate Plan Attorney What Does an Elder Law Attorney Do? Securing Legal Documents to Care for Adult Children in an Emergency What Is the Mental Capacity to Sign Legal Documents? Why Would Anyone Choose a Trust Over a Will? 2021 Law Firm 500 Honoree Common Mistakes of DIY Estate Planning Your Personal Property Memorandum: 4 Tips for Success
- [10 Questions to Ask Before Hiring an Estate Planning Attorney](https://safeharborestatelaw.com/10questions/): Maybe you have been putting off your estate plan because you don’t know where to start. You are intelligent, responsible and capable in many areas, but estate planning is not one of them. You aren’t sure how to go about choosing an estate planning attorney. You may not know what you are looking for, or what questions to ask. You might be afraid of asking a stupid question, or even worse, hiring the wrong person. Some of our clients felt this way before they called us. That is why we wrote this free one page report with 10 key questions you should ask anyone (including us) before you hire them for your estate plan. We hope that you find it helpful.
- [Thank You – 10 Questions to Ask Before Hiring an Estate Planning Attorney](https://safeharborestatelaw.com/thank-you-10-questions-to-ask-before-hiring-an-estate-planning-attorney/): CLICKHERE to download your free report!
- [Videos](https://safeharborestatelaw.com/videos/)
- [Schedule](https://safeharborestatelaw.com/schedule/): Booking your Life & Legacy Session with a trusted Client Relations Specialist is Step 1 in our Smooth Sailing System process.
- [Thank You –  Will vs Trust](https://safeharborestatelaw.com/thank-you-will-vs-trust/): CLICK HERE to download your free report!
- [Thank You – Ways To Stay Out of the Nursing Home and Keep Your Independence](https://safeharborestatelaw.com/thank-you-ways-to-stay-out-of-the-nursing-home-and-keep-your-independence/): CLICK HERE to download your free report!
- [Thank You – Red Flags](https://safeharborestatelaw.com/thank-you-red-flags/): CLICK HERE to download your free report!
- [LTC Article](https://safeharborestatelaw.com/ltc-article/): By: Margaret Barrett, Owner Attorney
- [LSS Webinar Registration](https://safeharborestatelaw.com/lss-webinar/): Join Webinar: https://us02web.zoom.us/j/86343585472
- [Rosemary Stahl](https://safeharborestatelaw.com/rosemary-stahl/): About 2024's Award Winner:
- [Prelude Webinar Registration](https://safeharborestatelaw.com/prelude-webinar-registration/): Join Webinar: https://us02web.zoom.us/j/81221038776
- [Shelley Beckman Life and Legacy Session Video](https://safeharborestatelaw.com/shelley-beckman-life-legacy-video/): Congratulations on taking your first step by scheduling your Life and Legacy Session! We’re really looking forward to meeting you soon. Below you can find a short welcome video from Shelley Beckman, Client Relations Specialist at Safe Harbor Estate Law.
- [Nate Smith Strategy Session Video](https://safeharborestatelaw.com/nate-smith-strategy-session-video/): Congratulations on taking your first step by scheduling your Strategy Session! We’re really looking forward to meeting you soon. Below you can find a short welcome video from Nate Smith, Client Relations Specialist at Safe Harbor Estate Law.
- [Nate Smith Life and Legacy Session Video](https://safeharborestatelaw.com/nate-smith-life-legacy-video/): Congratulations on taking your first step by scheduling your Life and Legacy Session! We’re really looking forward to meeting you soon. Below you can find a short welcome video from Nate Smith, Client Relations Specialist at Safe Harbor Estate Law.
- [Shelley Beckman](https://safeharborestatelaw.com/shelley-beckman/): Aside from spending quality time with family and friends (and, of course, Hank, our Yorkshire Terrier), I enjoy photography; music; boutiques; air shows; swimming; boating; and all things sports, including car races.
- [Nathan Smith](https://safeharborestatelaw.com/nate-smith/): Previously, I was a sales manager for almost two decades. I am passionate about finding unique solutions for people. My previous career was the Director of Guest Services which has taught me to find out what each person needs individually and to help them achieve their goals. Every situation is different!
- [Lydia Beals](https://safeharborestatelaw.com/lydia-beals/): After graduating college with a BA in International Studies, I worked at PJI Law for 3 years where I was introduced to estate planning. After a year of filling multiple roles including legal assistant and receptionist roles, I became the Case Manager for the firm’s estate planning department. This role provided me the opportunity to hone my communication skills and the confidence to assist clients as they created their estate plan.
- [Current Open Positions](https://safeharborestatelaw.com/current-open-positions/): The Office Admin & Receptionist serves as the first point of contact for clients, visitors, and callers, helping to create a welcoming and professional experience that reflects the values of the firm. This individual will manage the front desk, answer and route incoming phone calls, greet guests, coordinate visitor needs, and provide general administrative support to ensure the office operates efficiently.
- [You Should Work Here](https://safeharborestatelaw.com/you-should-work-here/): “The owner’s management style is conducive to teamwork. She has great process and systems in place and is always looking for ways to improve. Put all of that together and it is a winning combination – the best place I have ever worked.”
- [Deb Nygaard](https://safeharborestatelaw.com/deb-nygaard/): The 2021 Salt of The Earth Award recipient was Deborah Nygaard, an extremely hard-working, compassionate, woman with an incredible heart for service born out of her faith.
- [Dr. Peter Cole](https://safeharborestatelaw.com/peter-cole/): Dr. Peter Cole received Safe Harbor’s annual Salt of The Earth Award for 2020, created to honor an “unsung hero” of the community who has consistently served others with compassion, integrity, humility, and consistency.
- [Past Salt of The Earth Winners](https://safeharborestatelaw.com/past-winners/): Margaret Barrett & mother, Beverly Barrett
- [Schedule a call from webinar](https://safeharborestatelaw.com/webinar-intake/): Thank you for registering for our webinar!
- [Medicaid Application Client Concierge Ben Francis](https://safeharborestatelaw.com/medicaid-application-client-concierge-ben-francis/): We believe that trust and communication are a key part of an excellent client experience. That is why we assign a concierge to each of our clients to answer questions along the way. Ben will be your main contact for any questions regarding your Medicaid Application (MA).
- [Referrals](https://safeharborestatelaw.com/referrals/): The biggest compliment we could receive is a referral from our professional partners and Clients! Here are the best two ways to connect your referral to our Firm:
- [Nursing Home Care Expense Protection: Securing Your Assets](https://safeharborestatelaw.com/nursing-home-care-expense-protection/): Michael Teeter answers one of the most common questions we get at Safe Harbor Estate Law. Watch the video below to learn more about how to protect as many assets as possible from having to be spent on a nursing home.
- [Evergreen Retainer System](https://safeharborestatelaw.com/evergreen-retainer-system/): In the video below, Gabrielle, our client intake specialist at Safe Harbor Estate Law, explains the evergreen retainer system, how it differs from other retainer systems, and why we use it at Safe Harbor Estate Law.
- [Initial Appointment](https://safeharborestatelaw.com/initial-appointment/): Congratulations on scheduling your initial appointment with Safe Harbor Estate Law! We’re really looking forward to meeting you soon. Below you can find a short welcome video from our founder and CEO Margaret Barrett.
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- [Angela Gebhard](https://safeharborestatelaw.com/angela-gebhard/): I was born and raised in MN, but spent the last 20 years in Park City, UT. I love the mountains, but as the years went by the pull to be closer to family became too strong to ignore. My husband, daughter and I are thrilled to be in MN and are having a wonderful time exploring all the beauty MN has to offer. I worked as a firm administrator for over 10 years in UT and I am excited to begin a new adventure here at Safe Harbor Estate Law.
- [We Would Love Your Feedback!](https://safeharborestatelaw.com/feedback/): DID YOU HAVE A GOOD EXPERIENCE WITH US? PLEASE CONSIDER SUBMITTING A GOOGLE REVIEW TO HELP OTHERS LIKE YOU FIND SAFE HARBOR ESTATE LAW: CLICK HERE Concerns/Complaints: If you are a current Client with a concern or complaint, please contact your legal team right away so we can begin working to address and resolve the issue. You may also fill out the form below, and a team member will be in touch with you as soon as possible.   Concerns/Complaints First Name(Required)Last Name(Required)Message(Required)
- [Strategy Session (Dawn 2)](https://safeharborestatelaw.com/landing-page-strategy-session/): Congratulations on scheduling your Strategy Session! We’re really looking forward to it. Below you can find a short introductory video from Dawn Thompson, Client Relations Manager at Safe Harbor Estate Law.
- [Life and Legacy Session](https://safeharborestatelaw.com/landing-page-life-and-legacy/): Congratulations on taking your first step by scheduling your Life and Legacy Session! We’re really looking forward to meeting you soon. Below you can find a short welcome video from Dawn Thompson, Client Relations Manager at Safe Harbor Estate Law.
- [Terms of Service](https://safeharborestatelaw.com/terms-of-service/): Last updated: 4/28/2021
- [Top Ten Estate Planning Movies](https://safeharborestatelaw.com/top-ten-estate-planning-movies/): Fill out the form below to get instant access!
- [Privacy Policy](https://safeharborestatelaw.com/privacy-policy/): This privacy notice discloses the privacy practices for safeharborestatelaw.com This privacy notice applies solely to information collected by this website. It will notify you of the following:
- [Gabrielle Schliesmann](https://safeharborestatelaw.com/gabrielle-schliesmann/): I graduated from the University of Northwestern St. Paul in 2020 with a B.A. in English: Literature & Writing, and I earned my A.A. in Liberal Arts with an English concentration from Des Moines Area Community College in Iowa in 2018. Throughout my academic journey, I completed a range of internships in communications, writing, and social media marketing, which allowed me to develop a solid foundation in professional hard skills. Additionally, my experience in several customer service roles has equipped me with strong interpersonal skills, enabling me to effectively serve and collaborate with clients.
- [Annual Salt of The Earth Award](https://safeharborestatelaw.com/the-salt-of-the-earth-award/): VIEW PAST WINNERS ARCHIVE
- [What Your Need To Know Before Starting Your Estate Plan](https://safeharborestatelaw.com/whatyouneedtoknow/): The link to download will appear after hitting submit.
- [Is It Too Late For Your Loved Ones To Sign Legal Documents?](https://safeharborestatelaw.com/ducksinarow/): Are you concerned for a loved one that it might be too late for them to sign legal documents? Watch Margaret Barrett, Owner, and Founder of Safe Harbor Estate Law explain 3 surprising things about signing legal documents.
- [Ways To Stay Out of The Nursing Home](https://safeharborestatelaw.com/waystostayoutofnursinghome/): 3 Tips To Stay Out of The Nursing Home - Part 1
- [Will vs. Trust: What Is the Difference?](https://safeharborestatelaw.com/willvstrust/): Watch Margaret Barrett, Owner, and Founder of Safe Harbor Estate Law explain why many of our clients choose a Trust over a Will! If you want to learn more, enter your email in the form below to download our free report, Will vs Trust: Pros and Cons.
- [Red Flags For Elder Law Help](https://safeharborestatelaw.com/redflagsforelderlawhelp/): Elder Law is a relatively new area of law, most people are not familiar with how an elder law can help them. Often people have no idea where to turn, or that there is anyone available to help them with the challenges they are facing. An elder lawyer can greatly benefit people in many tough situations. Our goal is to educate you to help elders and persons with special needs get good care and protect their assets. This free report will help you determine if you could benefit from talking to an elder law attorney.
- [Mary Heymans](https://safeharborestatelaw.com/mary-heymans/): For 15 years before having children, I worked as a Legal Administrative Assistant at a large law firm in St. Paul, mostly in the Corporate Real Property area. After being a stay-at-home mom for 12 years, followed by a couple part-time positions elsewhere, it feels great to be back at a law firm and learning more about the Estate Planning area!
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- [Make a Payment](https://safeharborestatelaw.com/payment/): Make a Payment
- [Diana Walker](https://safeharborestatelaw.com/diana-walker/): I spent the first part of my career in the title and escrow industry where I gained a love for helping people through important milestones in their lives. I then decided to pursue a career in Estate Planning. I earned an Honors Associate Degree in Paralegal studies from North Hennepin Community College, started my career as an Estate Planning Paralegal and have never looked back. I have over 10 years experience in Estate Planning and Elder Law and I love my work more each day.
- [Megan Swenson](https://safeharborestatelaw.com/megan/): I love being outside to enjoy the Wisconsin summers. My dog, Jerzi, and I like to go hiking and swimming in our local state parks. Being active and staying fit is a huge passion of mine. I enjoy getting together with my family and friends to play games and try new restaurants. I also enjoy serving at my church and volunter teaching dog training classes through the Polk County 4H Dog Project.
- [Safe Harbor Estate Law Welcome Video](https://safeharborestatelaw.com/safe-harbor-estate-law-welcome-video/): Congratulations on scheduling your session! We're really looking forward to meeting you soon. Below you can find a short welcome video from Attorney Margaret Barret, Owner and Founder of Safe Harbor Estate Law.
- [Giving Back](https://safeharborestatelaw.com/giving-back/): We thank God for each and every client that we have the honor of serving. We firmly believe that it is important for us to use some of our income to give back to the community. We are very thankful that as we have grown, we are able to give more and make a bigger impact for those in need.
- [Topics](https://safeharborestatelaw.com/topics/): Target Audience: Adults, especially those approaching retirement or retired. Includes information about Wills vs Trusts, and a brief summary of Medicaid planning.
- [Elder Law – Be Proactive](https://safeharborestatelaw.com/elderlawbeproactive/): Let’s talk about how to be proactive when it comes to protecting your elderly loved one.
- [About Us](https://safeharborestatelaw.com/about-us/): Safe Harbor Estate Law creates legal plans to protect your assets, and your loved ones, saving money and hassle in the process. You manage your assets now. How will they be managed when you're gone? If you're in retirement or considering retirement, it's critical to solidify a plan for your family.
- [Parental Rights & Power of Attorney Services in St. Paul, MN](https://safeharborestatelaw.com/18pluspackage/): 18-year-olds have the right to make medical decisions for themselves regarding their care and must give consent for treatment and access to medical records. In the case of medical emergency, family members do not have legal authority to make medical or financial decisions unless the proper healthcare directive or power of attorney is in place.
- [Our Team](https://safeharborestatelaw.com/our-team/): box-shadow: 0 0 0 2px inset;
- [Reviews](https://safeharborestatelaw.com/reviews/): “Phenomenal! Best $ ever spent!”
- [The Smooth Sailing System | Estate Plan Attorneys in St. Paul, MN](https://safeharborestatelaw.com/estate-planning-system/): When most people think of an estate plan, they think about paperwork, morbidity, impossible decisions, and legal fees. Don't you? Planning the distribution of your hard earned assets is critical to your family, but usually it's just so painful. Not only is it difficult and morbid to think about your own death, it's also extremely inconvenient and time consuming. It's hard to talk through things like:

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