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

Posts tagged "Estate Planning"

Breaking Down Employer/Employee Split-Dollar Arrangements

dollar.jpgYou're starting a new job. Amongst all the on-boarding paperwork, health insurance plans, and payment packages, there's an unfamiliar document: a split-dollar life insurance agreement. Most people know that life insurance is an important estate-planning tool, but they may not know the ins and outs of a split-dollar insurance plan.

Choosing the Right Beneficiary for Your Retirement Account

Retirment-photo.pngSaving for retirement is an essential part of financial planning. In addition to funding your retirement years, it is also important to consider what will happen to those funds if you should die unexpectedly. That decision culminates in your designation of an account beneficiary.

What To Know If Charitable Giving Is Part Of Your Estate Plan

SmartWoman.jpgGiving to charity is a priority for many people across Minnesota and Wisconsin, whether people contribute for financial, medical, religious, or social reasons. And no matter the motivation or how much time or money someone donates to these causes, it can be crucial that people assure their contributions are actually going to the right place.

The Impact of an Estate Plan Long After Probate Ends

Lamp.jpgMany people use estate planning to make the probate process easier and faster for their loved ones -- or to avoid probate altogether -- but an estate plan can be effective even long after probate ends. Below are a few ways that estate planning can continue to affect others, decades after a person's passing.

Tips for Making Final Arrangements

Space.jpgLosing a loved one is, first and foremost, an emotional experience. However, unavoidable financial and logistical considerations are also lurking in the wings. In the aftermath of someone's passing, the task of making final arrangements and juxtaposing profound grief with mundane business transactions can often feel a bit surreal. This is particularly true when the death is unexpected or if family members disagree about what arrangements should be made.

Client Testimonials

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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