Gold Leaf Estate Planning, LLC

02/14/2025

One of the most rewarding parts of estate planning is knowing that I’ve helped families feel secure and confident about their future. I’m incredibly grateful for this thoughtful testimonial from a recent client.

Estate planning isn’t just about legal documents—it’s about peace of mind, clarity, and making sure your loved ones are taken care of. If you’ve been thinking about getting your plan in place, We’d love to help. Let’s talk!

08/04/2023

https://www.otcpas.com/qa_over_coffee/

Thanks to the wonderful folks at Olsen Thielen and Co., Ltd. for letting me join their podcast -- Q&A Over Coffee -- for an episode. It was a lot of fun! Please feel free to pass the link along to anyone you think might be interested in the topic of trusts and estates. Give a listen to some of their other podcast episodes as well!

Q&A Over Coffee is Olsen Thielen's biweekly Podcast. Tune in for expert tips and strategies in the world of accounting and finance.

08/14/2021

Can Britney Spears end her conservatorship? Read more here in our latest post:

Whether Britney Spears can end her conservatorship will depend on if she can prove to the court she can make decisions for herself.

07/08/2021

Have you ever wondered what happens to your mortgage if you pass away? Read our recent article to learn what happens:

If you own a home when you die, you may be wondering: what happens to my mortgage when I die? This article will explain your options.

05/25/2021

This is not a small estate tax bill!

The death of the former chairman of Samsung has resulted in the largest estate tax bill in history being filed in South Korea.

04/29/2021

There have been some proposed tax bills that everyone should be aware of. Click below to read our latest blog post tracking these important changes.

What will the proposed estate tax bill mean for your family? Read this article to learn how the proposed estate tax bill will impact you.

04/25/2021

Interesting read on estate planning for cryptocurrency:

https://fortune.com/2021/04/23/bitcoin-investing-crypto-investors-estate-planning-anchorage-coin-trust/

Do you have a contingency plan?

04/23/2021

Graduating Senior?

We just helped a couple protect their son (now 18 and graduating from Lakeville North High School) with some basic estate planning. Anyone else have a graduating child (young adult) who needs protection?

PM me or comment for help.

04/22/2021

The Aretha Franklin estate saga continues. Click below for the latest developments:

New developments in the Aretha Franklin estate may lead to a lengthy court battle over the validity of unsigned legal documents.

04/20/2021

Have you ever wondered what paperwork is needed after someone dies? Click below to read about what you might need.

What paperwork is needed after someone dies? This blog post will help ensure you don't miss an important task or document after someone dies.