Oakdale’s Trusted Estate Planning Resource
At Mortel Law, PLLC, we’ve been guiding families in Oakdale and the east metro through their estate planning needs for over 25 years. Our experienced founding lawyer, Jennifer Mortel, and team understand the importance of protecting your legacy and providing peace of mind. We take a compassionate, personalized approach to ensure your wishes are properly documented and executed.
Jennifer Mortel’s Extensive Estate Planning Experience
With more than two decades of experience in estate planning, probate and trust administration, attorney Jennifer Mortel brings a wealth of knowledge to every client relationship. Her career highlights include serving as a partner at Bowden Cyr Mortel, heading the Personal Trust Division at Union Bank & Trust and now leading her own firm. Jennifer’s credibility is backed by more than 25 years of experience.
Essential Estate Planning Tips For Minnesotans
Whether you’re just getting started on your estate plan or need to update your existing documents, there are some key considerations every Minnesotan should keep in mind. Here are five tips from our seasoned estate planning attorney:
Draft A Will To Dictate Asset Distribution
Having an updated will ensures that your estate is divided according to your wishes after your passing. It also designates beneficiaries and can help avoid probate complexities.
Establish A Revocable Living Trust
This allows you to transfer assets into a trust during your lifetime, provide for loved ones and simplify the inheritance process.
Grant Power Of Attorney
Assigning a trusted power of attorney ensures someone can act on your behalf for financial matters or health care decisions if you are incapacitated.
Consider Business Succession Strategies
If you own a company, implement a succession plan stating how you’d like the business handled after you’re gone.
Don’t Delay – Start Planning Today
No matter your age or wealth level, it’s never too early to begin organizing your estate and discussing your long-term wishes.
Take The First Step Toward Protecting Your Legacy
If you’re ready to start an estate plan tailored to your family’s needs, call Mortel Law, PLLC, today at 651-968-0815 or email us. Our compassionate team will guide you through every step of the process.
