We care, and it shows. You’re not just a number to us. We listen, and we ask questions. We strive to improve our client’s lives every day.
Your estate is the material culmination of your life’s work. Estate plans ensure you will have some control over what happens to it when you’re gone. Who will benefit from your hard work, and when? How should your estate be managed? The goal of your estate plan is to answer these questions while paying minimal taxes, legal fees, and court costs.
If you don’t have an estate plan in place in the event you become incapacitated, it will take a costly court action to get a Minnesota court to appoint will appoint a guardian to make decisions for you. Likewise, if you die without an estate plan, the courts also have control over how your assets are distributed among your family. In both cases, the court’s decision may not be what you would have chosen, had you prepared an estate plan.
Most people don’t get proactive about their asset protection planning until they undergo a dramatic life change. But, the smartest planners don’t wait for a serious illness, divorce, death of a family member, or other crisis to get proactive about their estate plan. The most successful people are not only proactive about their estate plan, they also update it with their estate planning attorney every 2-3 years.
WATCH ESTATE PLANNING ATTORNEY, MARGARET BARRETT’S RECENT WEBINAR ON 3 WAYS TO PLAN AHEAD FOR THE SECOND HALF OF LIFE.
Every person at Safe Harbor Estate and Elder Law is helpful and professional, while being friendly and putting you at ease. They know that this is not an every day event for people, and that clients may be uncomfortable. Everyone there does everything they can to make the process easy and smooth sailing. Margaret and her team genuinely want to protect
Safe Harbor Estate Law first worked with me in 2017 to complete my Living Will and Estate Plan. They were very thorough and everything went smoothly. What really impressed me about them was how they worked to iron out the issues when I was refinancing with Wells Fargo. Safe Harbor’s lawyers interceded on my behalf to clarify the issues with the title
Absolutely experts at what they do. Really solid organization their process is well thought out and well practiced. I had very similar work done several years ago by another firm and Safe Harbor Estate Law fixed their work and provided a much better result in both less time and money. Everybody at this firm completes their role very efficiently and
We were very pleased with the service from Safe Harbor. After years of procrastinating, we finally decided we needed to move forward and get our estate planning completed, which involved setting up a living trust. We were surprised at how easy it turned out to be. Safe Harbor tailored our will and trust documents to some unique need we had and all is now
I had put off getting a will done for 6 years, even after being diagnosed with Multiple Myeloma 4 years ago. Then I watched Safe Harbor’s webinar just to learn some will/estate planning information. That webinar answered so many questions for me and made me realize the big mistake I was making by not finalizing a will. So I scheduled a consultation immediately
Safe Harbor Estate Law was recommended by a lawyer friend. From the very beginning I was impressed with the respect and compassion with which we were treated. My goal was to come away with a plan that would protect our assets. I now have that plan which is very thorough, providing me with peace of mind. Working with the team at Safe Harbor Estate Law was a positive experience. All of the attorney I worked with were very professional. Michael Teeter, especially, is knowledgeable, explaining all the complexities. He was also patient and responsive in answering my follow-up questions, often more than once.
The process of creating our Trust
was incredibly smooth. From the initial zoom informational meeting to the meeting with the well versed attorney and the final signing, we felt confident and informed.
I hired Safe Harbor Estate Law to do my estate plan including a living trust, power of attorney, and health care directive. They made the process easy by explaining everything clearly, being organized, and answering my questions.
They listened to our wants and needs and drafted the documents we needed to feel secure in having the best estate plan possible for us and our family.
See what other Safe Harbor Estate Law clients are saying about their experience.
We care, and it shows. You’re not just a number to us. We listen, and we ask questions. We strive to improve our client’s lives every day.
Our firm goes above and beyond to make you feel comfortable throughout the process so you feel informed and confident every step of the way.
We help you leave a legacy that is smoother, less expensive, and less hassle for your loved ones with a plan that is uniquely tailored to your goals.
Our team is motivated to help you experience smooth sailing from start to finish so everything is done thoroughly and properly.
I attended a free seminar to learn about getting a Will. I learned so much more than I expected! I then hired Safe Harbor Estate Law to create a Will, POA and Trust. The process was very simple!
I highly recommend everyone to contact Safe Harbor to help you too!
