Estate Planning

Knowledgeable Estate Planning Lawyers

Estate plans are about more than preparing for the future. They are about maintaining control of healthcare and financial decisions, while leaving a legacy for your family. When Plunkett and Associates, Inc. was founded nearly a hundred years ago, estate plans consisted of a simple will, often drafted without the advice of an attorney. Today, estate plans are more complex, requiring a experienced attorney to ensure documents are drafted properly, will be recognized by the courts, and can stand up to a legal challenge.

Southeastern Minnesota Estate Planning Attorneys

At Plunkett and Associates, our objective is to meet your estate planning needs. We offer a free half hour consultation to discuss your objectives and explain the tools available to tailor an estate plan to meet your needs. There are a wide variety of options available to minimize estate taxes, avoid probate litigation, and ensure assets are distributed according to your wishes:

• Simple wills and pour-over wills
• Revocable and irrevocable trusts
• Special needs trusts/supplemental needs trusts
• Charitable trusts
• Power of attorney
• Business succession planning
• Advanced healthcare directives
• Living wills
• Guardianship or conservatorships

Our attorneys have represented clients with estates from large to small, as well as family owned businesses and family farms. We recognize that each of our clients has different needs and different objectives. Regardless of the size of the estate, our attorneys are committed to providing families in the southern Minnesota communities we serve with high quality and cost effective estate planning and estate administration services.

Trust Services

To ensure that our clients have access to a comprehensive range of trust services, our firm has a close working relationship with Minnesota Surety and Trust Company, a full service corporate trustee and corporate surety. Through this relationship, we can ensure that you have a reputable trustee to manage your trust or estate.

Download Tax Talk Estate Planning Newsletter (pdf)

Contact our Austin, Minnesota Estate Planning Lawyers

Don’t put off planning for the future, contact Plunkett and Associates in Austin, Minnesota. We will be happy to sit down and explain how we can help. Our firm can be reached toll free by calling 1-800-322-3502 or by filling out the intake form on our Contact Us page.