Estate Planning Learning Center
Whether you have a smaller estate or have the additional complexity of significant assets, business ownership or a special needs child who your estate must support, estate planning can be a complex and confusing task. At Sjoberg & Tebelius, P.A., we understand that you may be confused or have questions. We hope that this learning center can answer many of those questions.
If you would like additional information or more in-depth answers, please don’t hesitate to contact us or call 651-315-8856 for more personalized legal guidance on your estate plan.
*DISCLAIMER*: This site provides general information for educational purposes only. Information is accurate as of January 1, 2025; however, laws and IRS thresholds are subject to change and may change for this site is next updated. Nothing on this site is intended as legal advice for any individual or in regard to any specific matter.
Frequently Asked Questions (FAQs)
Need information fast? Get immediate answers to your questions in plain, easy-to-understand English.
- Understanding Funding Your Living Trust
- Understanding Who Should Be Beneficiary of Your IRA
- Understanding Life Insurance Trusts
- Understanding The Duties and Responsibilities of a Trustee
- Glossary of Terms
Online Presentations
Need more detailed information? Our online presentations will take you ahead step by step through understanding estate planning and living trusts, estate taxes, who should be beneficiary of your IIRA and charitable remainder trusts.
- Estate Planning & Living Trusts
- Estate Taxes
- Who Should Be Beneficiary of Your IRA (This article is being revised to comply with the secure act.)
- Charitable Remainder Trusts
Estate Planning Articles
Need information on other important estate planning topics? Our articles will keep you up-to-date.
- Estate Planning for 2026 and Beyond
- How to Get The Most Out of Your Estate Tax Exemption
- Should You Convert to a Roth IRA?
- Understanding the IRA Distribution Rules
- Got Stuff? You Need An Estate Plan!
- When Is The Best Time To Make an Estate Plan?
- When Is It Time to Service Your Estate Plan?
- Will Your Kids Be Unintentionally Disinherited?
- How Can I Prevent My Children from Fighting Over My Belongings After I Die?
- Special Needs and Supplemental Needs Trusts – Planning for a Disabled Dependent
- The Perfect Gift for the New Adult in Your Family
- An Introduction to Planning for Long-Term Care
- How Should You Hold Title to Real Estate?
- Business Owners, Have You Planned Your Exit?
- How to Transfer Your Business or Other Assets to Your Children Without Losing Control
- Gifting: An Easy and Satisfying Way to Reduce Estate Taxes
- Giving Assets to Your Children Prematurely Can Cause Serious Problems
- Private Charitable Foundation
- Qualified Personal Residence Trust
- Grantor Retained Annuity Trust (GRAT) & Grantor Retained Unitrust (GRUT)
- Offshore Asset Protection Trusts
- Qualified Domestic Trust
- Protect Against The Generation Skipping Transfer Tax
We Are Here To Answer Your Questions
If you have more in-depth questions about how to plan your estate, please don’t hesitate to contact Sjoberg & Tebelius, P.A., to schedule an initial appointment. We can be contacted online, by phone at 651-315-8856.