Smart Wealth Blog

Estate planning is more than just a will—it’s a strategy for protecting your life’s work.

The probate timeline in Minnesota depends on several key factors.

Looking for financial advice for small business owners?

If you're wondering about how estate taxes in Minnesota work, this simple guide will help. 

Planning for retirement is like preparing for a big trip. Having a solid retirement plan means knowing where you're going and how you're go

Estate planning is critical. If you want to ensure your business and personal assets go where you want after you pass, make estate planning

A financial advisor can play a crucial role in helping business owners seeking to manage and grow their business and personal wealth. 

Running a successful small business is a significant achievement.

If you're wondering whether you need a financial advisor, you probably do. 

Building and preserving generational wealth are two interconnected but distinct processes. They have their own steps and strategies.

An inherited IRA is inherited money that has yet to be taxed. 

A fiduciary is a financial professional who is legally and ethically bound to act in the best interests of their clients.

This is a common question. But the truth is that you don't need a specific amount of money to see a financial advisor. 

Should you pay to work with a financial advisor? We'll talk about that and more in today's blog.

A sudden wealth event may include winning the lottery, receiving a large inheritance, or selling a business or property for a substantial pr

One of my favorite things to say in a client meeting is: Did you know that you’re now "work optional"?

If you’re like me, you don’t mind paying the tax that you owe — but overpaying taxes…no thank you!

Nobody wants to pay more tax than they absolutely necessary. And that’s understandable. For many of us, tax is our biggest expense. 

Estate planning can be complex, and it’s not uncommon to make mistakes. 

A wealth management team will provide custom strategies that align with your family’s vision and values.