Since our founding in 1973, we have provided exceptional legal advice. The professionals at Wagner Oehler have many years of experience in estate planning, probate, agricultural and business law, and real estate. We take great pride in meeting the legal needs of our rural and small town clients as well as our clients in Rochester, Red Wing, St. Charles, and surrounding communities.
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.
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.
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.
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. Facebook page: https://www.facebook.com/wagneroehler
Many farm assets have no title. Proper legal documentation of property and equipment leads to better results and better outcomes with your farm succession. Tax records are generally not enough to prove ownership.
Jason did a fantastic job working on our trust and business entities. He and his firm get five stars!!”
We started doing estate planning with Bill Oehler in the 1980’s and have continued to work with this firm. Now we work with Jason. He continues to meet our needs just as well as Bill did. We are very pleased.”
Becky Henry was great to work with. Her communication was awesome, even taking time for us on a Friday evening after hours. When we ran into a snag with the title company and home sale check, Becky took care of the details and again had great communi…”
We have worked with Jason for our will and health directive and my father also worked with him before his death. My dad was a hard sell and he really liked Jason and his care and concern. We have revised our will several times and Jason is always pro…”
Very satisfied with all of our business with Wagner law firm.”
The firm handled our complicated farmland sale successfully. It included a change in our partnership and a 1031 exchange as part of the process. It also involved multiple parties in 3 states working through the transactions together. Becky and Jennif…”
It was very nice to do business with the entire firm. Everyone was easy to work with and very professional.”
I just finished a real estate purchase. I honestly believe this whole transaction would not have been completed without the exceptional expertise, diligence and thoughtful consideration of Becky Henry. She is unflappable; probably because she is so k…”
My father and I worked with Alec and Becky and they were amazing! We quickly closed on our property and they helped us with the issues that arose while going thru the sale of the property. I will definitely use them again in the future.”
Jennifer went over my Will and other Directives to make sure everything was still in order and we took necessary steps to update other items. Very happy with the work she did.”
Becky Henry handled two farm real estate transactions for me during 2021. Becky was very professional, thorough, and always interested if I had any concerns or questions. I may purchase more land in 2022 and look forward to working with her again.”
We just worked with Becky Henry and Alec Osland on purchasing a property. Our experience was very positive. Our questions were answered immediately, and we were always kept in the loop. They were both very knowledgeable and reassuring, even with all…”
Our family worked with Jason Wagner and Tamara Scroggins on what turned out to be a very complicated sale of our family farm to a nonprofit conservation organization. They walked us through the process every step of the way, and personally committed…”
Becky Henry was great to work with. She was very thorough on her information and instructions and the closing process was very smooth. Everything was done in a timely manner. We would definitely work with her again in the future.”
Becky Henry did a good job handling the sale of our real estate. The sale was done very efficiently, and Becky always kept in contact as to the progress of the sale. We have worked with this law firm over the years and have been very satisfied with t…”
Alyssa Jerde was amazing helping us set up our trust and walking us thru it. She made it such an easy process. I would highly recommend her for all your estate needs.”
Our house sale was a delight to go through with Alec providing answers to our questions and concerns. The firm did an outstanding job with the details and maintained our timeline for the move. Thank you to the entire team from a satisfied customer.”
Working with Alec was so nice! He worked with us on the sale of our home and was always easy to contact…… even with a question on the weekend. It was seamless! He is personable and takes the time to explain options. We are so glad that we connect…”
We are very appreciative of the quick, professional help that we got from Becky and Cole in getting a closing done right at the end of the year. The process went smoothly even though there was just a short time to get it completed. Thanks for a good…”
Becky & Alec were extremely helpful throughout the process of selling my home. They were both patient with my questions and provided clear answers. I saved a good bit of money working with them and highly recommend them to anyone selling their home.”
Excellent legal advice. Reviewed all the legal options & consequences of our decisions. Helpful from start to finish.”
They turnaround their title work extremely quickly (faster than any attorney firm I've ever worked with in 40 plus years of banking), their fees are reasonable, and their people are absolutely "top notch" to work with.”
After moving to Minnesota from another state my husband and I needed someone to update our wills and trust and make any necessary changes to comply with both Minnesota regulations as well as our changing family situation. Jason is extremely capable a…”
The transaction went smoothly, and I felt welcome to ask questions.”
I hired Attorney Jason Wagner to assist me in resolving a claim related to an annuity I had received from a relative upon her death as well as resolving my claim as related to the validity of her will. Jason’s profile and that of his firm appea…”
I recommend Jennifer Gumbel to anyone that needs help with estate planning. Jennifer made the daunting process understandable and simple for me. Not only did she do this with kindness but it also was done in a very timely manner.”
Ward & Oehler are awesome!!”
We had them do our wills….great service!”
The best I know.”
Living overseas and selling farmland in MN was problematic, but Becky Henry made the process easy for me. Her work and advice led to a non-stressful close. Can’t thank her enough!!”
After my dad died my brother and I found out our dad had no will which left both of us clueless on where to start. We hired Jason right away and he made the whole process of going through the estate stress free. Without Jason’s knowledge of the…”
Bill is a great attorney! He’s served us/me well for many years!”
Very nice and quick service.”
Honest, professional, and down to earth.”
Becky Henry & Cole Tousignant were extremely helpful, knowledgeable, flexible and understanding throughout our entire process! We would recommend them for any of your needs!”
I recently purchased a condominium in Rochester, MN. As an out of state attorney, I knew that retaining competent counsel in Minnesota to represent me in the transaction was important. For that reason, I retained Jason Wagner and his firm. Jason did…”
They handled our Real Estate closing & did an awesome job. Becky Henry basically took care of everything for us – so smooth. Thanks!!”