Smart Wealth Blog

A family trust is a type of trust fund that holds your family’s assets.

In the US, a marital trust is irrevocable. 

An irrevocable trust is a type of legal relationship in Minnesota that moves your financial assets to a trust.

Understanding Trusts and Beyond Watch the first of our Estate Planning Series: "Do I need a trust or not? Understanding Trusts and...

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.

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

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

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.

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

Inheritance is not generally considered marital property.

As a Minnesotan, considering a living trust is a great step towards making sure your assets are protected. We'll cover how to create one.

Having a solid estate and succession plan in place may be crucial to your business’s long-term success.