Articles by

Adam Thielen

Trusts & Estates with Zach Wiegand

PODCAST: Join us as we explore Trusts & Estates with our guest, attorney Zach Wiegand, at Gold Leaf Estate Planning and our own Trust & Estate expert, principal Adam Thielen. Together, we unravel the complexities of Gift & Estate Exclusion Rates and guide first-time estate executors through the process of
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Estate and Gift Tax Exclusion

The estate and gift tax exclusion is increasing in 2023 to an all-time high, but set to be cut in half by 2026. Read more to learn about how you can best take advantage of this opportunity today and for an analysis of several different gifting options available to you.
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Beneficiary Designations

A mistake while filling out beneficiary forms can cause the form to be deemed invalid or may cause account holdings to be dispersed in a way not intended by the account holder and beneficiary forms on accounts such as IRAs supersede your last will and testament.
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Adding Kids to Accounts & Deeds

Adding kids to your bank account or home deed can create a host of legal, financial, and tax issues that can leave you and your loved ones vulnerable to significant risks and losses. Learn about the issues and alternative solutions to help you achieve your estate planning goals.
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Hot Tax Topics

The Federal government has proposed legislation and the state of Minnesota has enacted legislation that may affect your tax situation.  This article highlights four hot tax topics to keep an eye on.
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Now May Be the Time to Use Your Gift and Estate Tax Exemption

The federal gift and estate tax exemption was enacted in 1916, and right now, it is at the highest it has ever been.  This means that you can pass more to your heirs today, without paying any federal gift or estate tax, than ever in the past century.
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