Sjoberg & Tebelius, P.A.
Serving Minnesota & Western Wisconsin
651-315-8856

Millennials: Build an Estate Plan that's Right for You

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Millennials are no strangers to personalized options, from customizing pop flavors at the movie theater to working in a freelance capacity that provides the freedom to choose professional projects.

It makes sense, then, to have personalized plans for the future; this includes estate plans.

Financial plans

Finances are a significant element in estate planning. You may have a strong opinion regarding who should manage your finances if your are incapacitated, or who should administer your estate should you pass away. It's likely you would also want to designate who should receive your assets after you're gone.

You might also think about charitable donations, trusts, and other planning options that involve specific property or funds. And don't forget about your digital assets that may require distribution or management.

Personal care

In addition, you likely have personal preferences about who should make medical decisions on your behalf if you become incapacitated, and what types of medical decisions you'd want them to make. Similarly, you may have a strong opinions about organ donation, burial versus cremation, and--as did one of our clients--whether you'd like your remains to be sent into space. These are personal decisions that you can establish in your estate plan.

Protection for loved ones

Your siblings, spouse, partner, children, and even your pets can benefit from your having an estate plan. An estate plan alleviates much of the stress loved ones can experience when someone passes away without a will or other planning documents.

Having a will and choosing a personal representative can take the burden of guessing what you'd want from your loved ones, and prevent such decisions from being made by a judge. With an estate plan, you can provide critical direction and establish guardians and caregivers for those who depend on you. 

Building the right plan for you

You have specific assets, wishes, and people to protect with an estate plan. If you do not create one, important decisions could be made by someone who has never even met you and be based on state laws with which you may not agree.

To avoid these default situations and to protect those who matter most to you, consider meeting with an experienced attorney to create an estate plan tailored to your specific needs and goals.

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Client Testimonials

  1. “Thank you for providing personalized professional services to us during a time of grief and loss when family relationships were not the best. With an attorney on board to help manage legal matters, everyone had confidence that the best was being done. ”

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  2. “Our estate plan was handled well. We never felt rushed and all details were fully explained. Sam is very professional, easy to talk to and experienced in all aspects of estate planning. He gave examples and explored alternatives for us to consider. Well done and thanks.”

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  3. “I was given the name of the law firm by a family friend after helplessly pilfering through endless names on websites. I am grateful I called. I was connected with Dave Meier immediately and from the go, was treated with dignity, care and respect. Every visit to the firm was pleasant and professional. ”

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  4. “We were highly impressed upon the level and capability of Sjoberg & Tebelius. They gently showed us that there was much more to achieving the Will in the correct format that will protect our children than the quick attempts we had made on our own. Great people to work with - achieving our desired results!”

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Over 30-years of experience Serving Minnesota & Western Wisconsin

Sjoberg & Tebelius, P.A.

2145 Woodlane Drive
Suite 101
Woodbury, MN 55125

Fax: 651-738-0020
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