We Offer the Personal Touch for Estate Planning in Minnesota

Choose an Estate Planning Attorney Who Puts Your Needs First

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.

In this client testimonial, you’ll hear one of our clients discuss their own fears and concerns, and how our approach to estate planning helped them to find the plan that was right for them, and put their mind at ease.

We’ve likely all put off something important, something we dreaded, then experienced the relief that came with getting it done. Often, at the other side, we’re wondering why we were so worked up about it in the first place. Having a plan in place is important, and we can help you through this process with as little pain as possible!

Questions? Get in touch with us today! Call us at 612-615-9535 or visit our contact page for more options. We’re here to help you find peace of mind. Thanks for stopping by.

What You’ll Learn FROM THIS VIDEO

• Safe Harbor Estate Law brings the human touch to estate planning.
• Having an estate plan provides peace of mind.
• We can help you identify what best suits your needs.

HERE IS THE TRANSCRIPT FROM THIS VIDEO

Client: My wife and I have four kids and, you know, oftentimes wondered if we should fly on the same plane because we hadn’t made any provision, and if we had no provision I was fearful of what was going to happen to what we had saved. Hopefully that, you know, we want to do and you’ll be able to benefit our own kids.

It became clear to us that we needed to plan ahead and Margaret had handled, you know, other matters with expert care. She always listened extremely well, understood things from various points of view, and I respected that she listened, understood what we wanted, and was in a position to prepare our trusts exactly as we needed.

Right from the start of the process, Margaret was extremely attentive to our needs, our desires. Always in the background was her awareness of the law and how to do things properly. I was very conscious of the fact that she was an extremely ethical person. I’ve learned to trust her a great deal. She listens carefully, she communicates clearly, she’s mindful of talking to all the people who are engaged in the process. She wants to make sure that everybody understands fully what’s going on.

It’s not just a financial transaction, this becomes a very personal process and what might be hidden initially as you start moving through the process becomes very apparent. People’s feelings, the nature of relationships, Margaret has all of that in mind.

I would recommend Safe Harbor. The personal attention that we got and her ability to help you negotiate those dynamics in a positive way was tremendous, and so it took what could have been a very difficult process and turned it into an education of sorts, but also it was positive all the way along.