Videos

In this video, we discuss the benefits of doing a post-mortem estate plan. If you’re a farmer, there’s a good chance you’re going to die owning a lot of land. That can create some serious tax problems if you don’t have an estate plan in place and don’t take advantage of some key strategies. I’ll show you how post-mortem estate planning can save your heirs from paying huge sums in estate taxes. At Wagner Oehler, Ltd., we advise and guide our clients through the most crucial legal decisions they will make in their lives, including estate planning, real estate, business law, and estate administration.

Creating an estate plan is not just for when you die. If you have children, setting up the right estate plan now trust can help them get along better after you’re gone. In this video Attorney Jason Wagner explains how a trustee works and how a no contest clause can keep your kids from fighting over your estate. At Wagner Oehler, Ltd., we advise and guide our clients through the most crucial legal decisions they will make in their lives, including estate planning, real estate, business law, and estate administration.

When you set up a revocable trust, one of the most important decisions you’ll make is who to name as trustee. In this video we talk about the benefits and drawbacks of naming your children as trustee and offer some tips on how to make this decision. At Wagner Oehler, Ltd., we advise and guide our clients through the most crucial legal decisions they will make in their lives, including estate planning, real estate, business law, and estate administration.

For farmers in Southeastern Minnesota, the family farm is more than just the land and business – it is a way of life. Planning for the next generation is often a top priority for farmers. There are a number of strategies farmers can use to pass the farm down to the next generation including family limited partnerships and other limited liability entities, trusts, and lifetime gifting. Our attorneys are experienced in farm entities, trusts, and other methods for creating the right succession plan for you. We also work with retiring farms without successors to create a plan to allow them to exit farming with dignity while minimizing the tax impact.

Attorney Alyssa K. Jerde of Wagner Oehler, Ltd. explains the benefits of forming a business.

Sometimes we tend to think only the ultra-rich need an estate plan. However, everyone already has an estate plan! Even if you don’t have a will, your assets will eventually pass to your loved ones and be subject to the default rules. Through estate planning, you can guide the way in which your assets will eventually pass. Our attorneys understand all the complexities of estate planning and help you have a better understanding of estate planning concepts so you can start to take control of your estate plan and ensure your wishes are honored. Our firm is proud to have crafted estate plans that have been meaningful for multiple generations of families in Rochester and throughout Southeastern Minnesota.

Attorney Jennifer A. Gumbel explains what to do with your estate plan documents after you signed them at our office and when to come in to have your estate plan updated.

Attorney Jennifer A. Gumbel of Wagner Oehler, Ltd. explains what to do with the estate plan materials we’ve prepared for you and when is a good time to have your estate plan reviewed!

International estate planning is an important and increasing part of our practice being in Rochester. Attorney Jennifer Gumbel brings a special focus to the firm with this niche area of the law. Learn more in this video.

Attorney Judith Wilson discusses Minnesota estate taxes. An estate tax may be applied to Minnesota assets owned by someone who passed away. Proper estate planning can review tax exemptions to minimize the amount of taxes due after death.

Listen to Attorney Jen Gumbel of Wagner Oehler, Ltd. discuss the Biden Tax Plan and how it may impact your estate plan. To meet with Attorney Jen Gumbel or another attorney at Wagner Oehler, Ltd., give us a call at (507) 288-5567!

Attorney Jennifer A. Gumbel explains how we help transfer assets after someone has passed away. Providing as much information as possible early on in the process helps our attorneys with the legal process.

Attorney Jennifer A. Gumbel of Wagner Oehler, Ltd. provides the Do’s and Don’ts of talking to your family about estate planning while you gather for the holidays.

With Halloween approaching, Attorney Jennifer A. Gumbel talks about ????? truths about estate planning. Estate planning is a strategy to minimize the legal issues upon death.

In this video, estate planning attorney Jason Wagner answers the questions you SHOULD be asking yourself about estate taxes. Does Minnesota have portability? Do you need a credit shelter trust? Who needs to file an estate tax return? What if the estate tax limit is cut in half? Ensuring your estate plan is set up to best utilize the Minnesota and federal exemption limits is critical to protecting your assets from unnecessary taxation. Working with an attorney that intimately understands portability, credit shelter trusts, and estate taxes is essential. At Wagner Oehler, Ltd., we advise and guide our clients through the most crucial legal decisions they will make in their lives, including estate planning, real estate, business law, and estate administration. Facebook page: https://www.facebook.com/wagneroehler

What is the gift tax? How much can you give every year without having to worry about a gift tax? In this video, I’ll answer those questions and more. The annual gift exclusion for 2023 is $17,000 per person. That means you can give $17,000 to as many people as you want without having to worry about any gift taxes. But if you go over that amount, do you have to pay some tax? The answer may surprise you! At Wagner Oehler, Ltd., we advise and guide our clients through the most crucial legal decisions they will make in their lives, including estate planning, real estate, business law, and estate administration. Facebook page: https://www.facebook.com/wagneroehler

Besides having no estate plan at all and failing to plan for death taxes, one of the biggest risks to your estate is family conflict! There are a number of things that you should consider when creating your estate plan; there are even more that an experienced estate planning attorney will consider. Do you want your childrens’ spouses making decisions regarding your assets? Do you want non-beneficiaries to have any right to information regarding your estate? Are you concerned about having your assets pass to your beneficiaries without significant expenses and fees? The way you approach your estate plan should anticipate and resolve all of these concerns. In this video, I outline how. At Wagner Oehler, Ltd., we advise and guide our clients through the most crucial legal decisions they will make in their lives, including estate planning, real estate, business law, and estate administration.

How often should you review your estate plan? The answer may surprise you. Most people think that they only need to update their estate plan when something major changes in their life, like getting married, divorced, or having a baby. But there are other reasons to review your estate plan regularly too. It is important to review your estate plan even if you don’t anticipate making any changes. In this video I’ll go over some of the reasons why you should review your estate plan regularly. At Wagner Oehler, Ltd., we advise and guide our clients through the most crucial legal decisions they will make in their lives, including estate planning, real estate, business law, and estate administration.

A no contest clause is a legal provision that can be included in a will or trust to prevent family members from litigating the estate after the owner’s death. In this video, I discuss what a no contest clause is, how it works, and some of the benefits of including one in your estate plan. At Wagner Oehler, Ltd., we advise and guide our clients through the most crucial legal decisions they will make in their lives, including estate planning, real estate, business law, and estate administration. YouTube Video: https://youtu.be/SxqmpGe1ThY