Estate Planning

Carlson Estate Planning has been helping clients with their estate planning for over 25 years.   Proper estate planning helps preserve assets during your life and provides for the proper distribution of your assets at death.  Proper estate planning also minimizes taxes and expenses to your estate, provides planning for your incapacity, and helps protect your loved ones and their inheritances.  Read More…

Elder Law

Carlson Estate Planning helps guide clients through the intricacies of planning and paying for the high cost of assisted living and nursing home care.  Proper planning and counseling can help guide elderly individuals and their families through complicated decisions about financial security, health care and protection of your rights.  Read More…

Estate Administration

When a family member dies an initial issue is often whether or not assets of their estate will need to go through the legal process called probate.  For many estates, the court process of probate is necessary to transfer real estate or other titled assets to the beneficiaries named in the Will.  If probate is necessary, the minimum length of time to collect the probate is generally at least six months but can take 1-2 years or longer.  Read More…

Business Succession Planning

Carlson Estate Planning provides a wide variety of business and farm succession planning, as well as asset protection planning and general corporate counsel services. Small businesses still make up one of the largest segments of employers in our country, and because of this crafting proper succession plans can be difficult, but extremely important for many families across the country.  Read More…