» Estate Planning

Retirement Is the Perfect Time to Revisit Your Legacy Plan

Retirement Is the Perfect Time to Revisit Your Legacy Plan Retirement changes your calendar. It changes your routine. And often — quietly and gradually — it changes your priorities. For decades, much of life focused on building: building a career… Read More
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Categories: Estate Planning

Lifestyle Changes in Retirement That Can Impact Your Estate Plan

Lifestyle Changes in Retirement That Can Impact Your Estate Plan Retirement today looks very different than it did a generation ago. For many people, it is no longer about slowing down — it is about reinvention. It is about freedom. It is about mak… Read More
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Categories: Estate Planning

Retirement Has Changed — Has Your Estate Plan?

Retirement Has Changed — Has Your Estate Plan? Retirement can mean many different things. For some, it opens a new world of travel and creative pursuits. For others, it means quiet mornings and fewer obligations. But one thing retirement always req… Read More
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Categories: Estate Planning

The Hidden Burden: What It Really Means to be an Executor, Trustee, or Agent under a Power of Attorney

The Hidden Burden: What It Really Means to be an Executor, Trustee, or Agent under a Power of Attorney An 80-year-old widower relied on his adult daughter for help with his daily life and finances for more than a decade. During that time, she managed… Read More
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Categories: Estate Planning

The First 30 Days After a Farmer Dies: What Minnesota Farm Families Need to Know

The First 30 Days After a Farmer Dies: What Minnesota Farm Families Need to Know When a farmer dies, the estate plan shifts from preparation to administration. The documents are signed. The intentions are clear. But now the practical questions begin:… Read More
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Where Should You Keep Your Estate Planning Documents?

Where Should You Keep Your Estate Planning Documents? You’ve signed your estate plan. You’ve got the binder in hand. You walk out of the office feeling accomplished. Now what? One of the most common questions we get from families is: Where should… Read More
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Categories: Estate Planning

Why Beneficiary Designations Matter More Than Your Will in Farm Estate Planning

Why Beneficiary Designations Matter More Than Your Will in Farm Estate Planning Beneficiary designations often control more assets than your will or trust. Life insurance, retirement accounts, bank accounts, and transfer-on-death deeds pass by benefi… Read More
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Categories: Estate Planning, Farm

Why Online Wills and AI Estate Planning are Easy to Mess Up

Why Online Wills and AI Estate Planning are Easy to Mess Up Why “Simple” Estate Plans Fail More Often Than People Realize Here is one mistake we see: estate planning is sometimes marketed as something you can “do yourself” in an afternoon. On… Read More
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Categories: Estate Planning

Our Attorneys: Practical Estate Planning & Farm Law for Minnesota Families

Our Attorneys: Practical Estate Planning & Farm Law for Minnesota Families The attorneys at Wagner Oehler, Ltd. focus on estate planning, farm succession planning, probate avoidance, and trust administration for Minnesota families and farm owners… Read More
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Categories: Estate Planning

Using a Contract for Deed to Transfer the Family Farm to the Next Generation

Using a Contract for Deed to Transfer the Family Farm to the Next Generation If you’ve been thinking about selling your farm to your farming heir on a contract for deed, you’re not alone. We see this strategy used every day by family farmers who… Read More
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Categories: Estate Planning, Farm