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epis.net March 2018 | helps clients realize the three main reasons for estate planning: TAKING CARE OF YOURSELF
-- Identify and protect the assets you need for retirement
-- Plan ahead in case of your disability or incapacity
-- Name an agent to make medical decisions on you behalf if you are unable to
-- Develop peace of mind TAKING CARE OF THOSE YOU LEAVE BEHIND
-- Provide financially and spiritually for those who count on you
-- Designate guardians for
your minor or special needs family members if you were gone
-- Choose the needed
custodians or trustees to handle assets left for the benefit of others
-- Be sure that what you leave goes to the ones you intend
-- Avoid unnecessary burdens for your survivors SETTLING WITH THE REST OF THE WORLD
-- Don't pay more taxes than you need to
-- Charitable decisions
-- Final arrangements
-- Your legacy in the world
OUR EXPERIENCE Neal Gosman (612) 868-5578
Member: Minnesota Paralegal Association Minnsota State Bar Association (non-attorney) | -- President, epis.net -- Consulting Paralegal, Berger Financial Group
-- Manager of Estate Planning Services, Wade Financial Group, Inc -- Estate Planning Paralegal, multi-generational family office -- Executive Management, non-profit, cooperative and charitable organizations -- Educator -- Taxpayer Service Representative, Internal Revenue Service -- Trustee, various family trusts -- More than 20 years of specialized experience -- BA, University of Pennsylvania -- Certificate, Minnesota Paralegal Institute
-- Parent and Grand-parent -- Resume in pdf format)
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