MN Planning

Yes, I have included the state or country in the post

Howdy!

I’m in MN. I’d like to start up a will and trust for my family. I’m near the Twin Cities. I would like to find an attorney that also incorporates financial planning with the trust and will planning. Such as how best to involve 401ks, Roths, and the like as well as avoiding as many taxes as possible (now or in the future).

If recommending isn’t allowed here (I didn’t see it in the rules) please PM me. I’ve struck out on calling randos off the internet; they’ll either do money, wills or trusts but not all three. Rather than me wasting more time of mine and whoever offices I call I figure I’ll go to some other planning enthusiasts! I’ve been lurking awhile and there are some very knowledgeable contributors here.

I don’t have anything wild or extravagant but a house and the previously mentioned financials. I plan on more in the future (farmland but in a different state so I can deal with that when the time comes).

Thank you!

Posted May 8, 2026, 3:40 PM UTC

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