epis.net
Estate Planning Implementation Service Network


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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)