Burnsville Elder Law & Estate Planning: Safe Harbor Estate Law

Safe Harbor Estate Law - Estate Planning & Elder Law Introduce

As we plan for the future, a time often filled with hope and uncertainty, it becomes crucial to ensure that our assets, our legacy, and our loved ones are protected. For residents of Minnesota, particularly in the Burnsville area, the complexities of estate planning and elder law can be daunting. Safe Harbor Estate Law is a firm that serves as a guide, providing a safe and reliable path through these legal challenges. This women-owned firm is dedicated to helping individuals and families create comprehensive plans that address everything from wills and trusts to long-term care and special needs planning. Their approach is rooted in compassion and professional expertise, ensuring that clients feel empowered and confident about their future. This article provides a detailed overview of the firm, its services, and the qualities that make it a highly regarded choice for Minnesotans.

The firm's name, "Safe Harbor," speaks directly to its mission: to provide a secure and comforting space for clients navigating difficult legal waters. This commitment to client care is consistently highlighted in glowing testimonials. One family, seeking assistance for their mother, described how the team, particularly attorneys Kate Eidem and Makenzie Zenisek, were "compassionate, personal and helpful through all phases" of a difficult time. They would "recommend Safe Harbor... to anyone who is in need of an Estate law firm that actually cares about the client." Another family, having worked with the firm before for a family member with Alzheimer's, returned to set up a trust for their own children. They praised the firm for being "easy to work with and efficient" and for valuing their time. These real-world experiences demonstrate that Safe Harbor Estate Law is more than just a provider of legal services; it is a trusted partner that goes above and beyond to provide peace of mind. The attorneys and staff understand that these legal matters are deeply personal, and their compassionate approach helps to alleviate the stress and confusion that often accompany them.

Safe Harbor Estate Law is conveniently located at 760 Southcross Dr W, Burnsville, MN 55306, USA. This location is easily accessible for residents throughout the Twin Cities metro area. The firm is deeply committed to ensuring that its office is a welcoming and accessible space for all clients. The building is equipped with a wheelchair accessible entrance, a wheelchair accessible parking lot, a wheelchair accessible restroom, and wheelchair accessible seating. This thoughtful design ensures that clients with mobility challenges can visit the office comfortably and with ease. The office also features a gender-neutral restroom, further highlighting the firm's dedication to creating an inclusive environment. For the convenience of their clients, Safe Harbor Estate Law offers both online appointments and onsite services. This flexibility allows clients to choose the option that best fits their schedule and comfort level. Appointments are required or recommended, which ensures that the legal team can dedicate the necessary time and attention to each client's unique situation, providing a thorough and personalized consultation. The availability of free on-site parking is another feature that contributes to a smooth and stress-free visit.

The firm specializes in a wide range of legal services that fall under the umbrellas of estate planning and elder law. Their comprehensive knowledge in these areas allows them to create holistic, personalized plans for clients at every stage of life. The following is a detailed list of their services:

Estate Planning: This is a core service, which includes creating a comprehensive estate plan, a new estate plan, or a custom estate plan tailored to your specific needs.
Wills and Trusts: Expertise in preparing and executing essential legal documents such as Wills, Trusts, and Transfer on Death Deeds.
Elder Law Assistance: Guiding senior clients through the complexities of elder-related legal matters, including End of Life Planning and long-term care strategies.
Medicaid Planning and Asset Protection: Specialized knowledge in Medicaid Asset Protection Plans, helping clients navigate the application process and protect their assets from long-term care costs.
Probate and Administration: Expertise in handling Probate, Non-probate Estate Administration, and Trust Administration, ensuring a smooth transition of assets.
Special Needs Planning: Dedicated legal services for families with disabled loved ones, including creating a Special Needs Estate Plan and setting up a Special Needs Trust.
Other Legal Services: The firm also offers legal help with guardianships, conservatorships, and a variety of other legal matters related to estate and elder law.

Safe Harbor Estate Law distinguishes itself with several key features that make it a standout choice for Minnesotans. These highlights demonstrate a commitment to professional excellence, client care, and community values.

Women-Owned: As a women-owned business, the firm brings a unique and empathetic perspective to their practice, particularly in elder and family-related matters.
Compassionate and Personal Service: Clients consistently praise the team for their compassion, personal attention, and ability to make a difficult process manageable.
Accessibility: The office is fully accessible, with a wheelchair accessible entrance, parking, restroom, and seating, ensuring that all clients are welcome.
Flexible and Convenient: The firm offers both online and onsite services, and with a free parking lot and a gender-neutral restroom, they prioritize client comfort and convenience.
Comprehensive and Tailored Plans: The firm's focus on creating personalized, custom estate plans ensures that each client’s unique needs and goals are met.
Expertise in Complex Areas: The team has deep knowledge in specialized fields like Medicaid planning and asset protection, offering clients peace of mind.

If you are in Minnesota and are ready to take the next step in your estate or elder law planning, contacting Safe Harbor Estate Law is a wise choice. Their team is prepared to provide a thorough consultation and help you understand your options. The best way to begin is by reaching out directly to their office to schedule an appointment.

Address: 760 Southcross Dr W, Burnsville, MN 55306, USA

Phone: (218) 644-7272

Choosing an estate planning and elder law attorney is a deeply personal decision, one that affects not only you but also the well-being of your family. Safe Harbor Estate Law is a firm that is well worth choosing because it embodies the principles of care, compassion, and competence. They understand that their work is not just about legal documents; it’s about providing security and peace of mind for the future. The glowing testimonials from clients who have been guided through difficult times with empathy and professionalism speak volumes about the firm's character. Their expertise in complex areas like Medicaid planning and asset protection ensures that they can handle even the most intricate cases with skill. Furthermore, their commitment to accessibility and an inclusive environment makes the legal process more comfortable and less intimidating for everyone. By providing comprehensive, customized legal solutions and a level of personal care that truly sets them apart, Safe Harbor Estate Law proves to be an invaluable asset for any Minnesotan seeking to protect their legacy and their loved ones.

Safe Harbor Estate Law - Estate Planning & Elder Law Services

Estate Planning Attorney
Estate Planning
Comprehensive process of arranging asset distribution and end-of-life decisions. Involves creating legal documents to ensure wishes are carried out and loved ones are provided for after death.
Wills
Legal documents specifying how assets should be distributed after death. Outlines beneficiaries, guardians for minor children, and executor appointments to manage the estate.
Elder Needs Law
Legal services focused on the unique needs of older adults. Addresses issues such as long-term care planning, healthcare decisions, and protecting seniors' rights and assets.
Medicaid Planning
Strategic legal assistance to help individuals qualify for Medicaid benefits. Involves structuring assets and income to meet eligibility requirements for long-term care coverage.
Probate
Legal process of administering a deceased person's estate. Involves validating the will, identifying assets, paying debts, and distributing remaining property to beneficiaries.
Asset Protection - Planning to pay for long term care
We hope for the best and plan for the worst. How will you pay for long term care if you need it? It can cost over $120,000 per year. We help clients plan for how to pay for long term care, qualify for Medical Assistance to pay for care if needed, and protect your assets as much as possible. Whether
Comprehensive Estate Plan
Estate plans ensure you will have some control over what happens to it when you're gone. Who will benefit from your hard work, and when? How should your estate be managed? The goal of your estate plan is to answer these questions while paying minimal taxes, legal fees, and court costs.
Estate Planning Consultation
Estate planning involves determining how an individual's assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual's properties and financial obligations in the event that they become incapacitated.
Estate Planning Lawyers
Estate law includes updating or preparing wills, trusts, health care directives, and tax planning. A trust and estate planning attorney may also guide clients towards other associated asset protection strategies.
Guardianship and/or Conservatorship
Do you have a loved one who is no longer able to handle their personal or financial matters? Or perhaps the person handling their affairs is not trustworthy? Or a special needs minor child who is turning 18 and needs a court appointed guardian/conservator? We help our clients find the best solution
Medicaid Asset Protection Plan
The most effective way to shield assets from the government's reach for this purpose is through a Medicaid Asset Protection Trust. Transferring assets to a Medicaid Asset Protection Trust can enable an individual to protect assets and still qualify for Medicaid benefits.
Probate, Non-probate Estate Administration, Trust Administration
We come alongside you after a loved one has died to help you effectively, efficiently and legally handle the estate. As a personal representative or trustee, you have a fiduciary obligation to follow the complex laws related to estates, and we love to help you do that.
Special Needs Estate Plan
A Special Needs Trust is an Estate Planning tool that lets you better protect your disabled loved one without putting their eligibility for government-offered benefits, like Supplemental Security Income (SSI) and Medicaid, at risk.
Special Needs Lawyer
A special needs planning attorney can guide families by explaining the benefit of a special needs trust and emphasizing the necessity of special needs planning. Examining potential need-based solutions before an emergency or change in financial or health status will protect you and your family.
Wills And Trusts
Trusts are legal arrangements that protect assets and direct their use and disposition in accordance with their owners’ intentions. While wills take effect upon death, trusts may be used both during the life and after the death of their creators.
Transfer on Death Deeds
A Transfer on Death deed is like a regular deed used to transfer real estate, with a crucial difference: Instead of taking effect immediately, a TOD deed doesn't take effect until your death.
Asset Protection Planning For Long Term Care
Strategies to protect assets while qualifying for long-term care assistance. Involves creating trusts and structuring finances to preserve wealth for future needs.
Creating An Estate Plan
Comprehensive process of arranging asset distribution and care instructions. Includes drafting wills, trusts, and other legal documents to ensure wishes are carried out.
Custom Estate Plan
Tailored legal strategy for managing and distributing assets after death. Addresses unique family situations and financial goals to create a personalized estate plan.
Elder Law Assistance
Legal services focused on the needs of older adults. Covers issues like healthcare, long-term care planning, and protecting seniors' rights.
Elder Law Attorneys
Lawyers specializing in legal issues affecting older adults. Provide expertise in areas such as Medicaid planning, estate planning, and elder abuse cases.
Elder Law Estate Planner
Professional combining elder law and estate planning expertise. Helps seniors create comprehensive plans for asset management and long-term care.
Elder Law Help
Legal guidance for seniors and their families. Addresses age-related legal issues and helps navigate complex elder care systems.
Elder Law Problems
Legal solutions for challenges faced by older adults. Includes addressing guardianship issues, healthcare decisions, and financial exploitation.
Elder Lawyer
Attorney specializing in legal issues affecting older adults. Provides counsel on estate planning, long-term care, and elder rights protection.
End Of Life Planning
Legal preparation for end-of-life decisions and asset distribution. Includes creating advance directives, healthcare proxies, and final arrangements.
Estate Dispute
Legal resolution of conflicts over estate distribution. Involves mediating family disagreements and interpreting will and trust documents.
Estate Law Attorney
Lawyer specializing in laws governing estate planning and administration. Assists with creating wills, trusts, and navigating probate processes.
Estate Plan Prepared
Comprehensive legal strategy for managing assets during life and after death. Includes documents like wills, trusts, and powers of attorney.
Estate Planning Elder Law
Combined legal services addressing both estate planning and elder law issues. Provides comprehensive planning for seniors' legal and financial needs.
Estate Planning Process
Step-by-step approach to creating a comprehensive estate plan. Involves assessing assets, determining beneficiaries, and drafting necessary legal documents.
Estate Plans For People
Customized legal strategies for individuals' asset management and distribution. Addresses unique family dynamics and financial situations.
Experienced Estate Planning Attorney
Lawyer with extensive knowledge in creating and managing estate plans. Provides expert guidance on complex estate planning issues.
Funeral Planning
Legal assistance with pre-arranging funeral services and expenses. Helps ensure final wishes are respected and reduces burden on family members.
Living And Estate Planning
Comprehensive approach to planning for both life and death scenarios. Includes creating living wills, healthcare directives, and estate distribution plans.
Medical Assistance Applications
Help with applying for government healthcare programs. Guides clients through complex application processes for Medicaid and other assistance.
New Estate Plan
Creation of a first-time or updated comprehensive estate strategy. Addresses changes in life circumstances, assets, or legal regulations.
Nursing Home
Legal guidance on selecting and paying for nursing home care. Includes advice on Medicaid planning and resident rights protection.
Online Estate Planning
Digital services for creating basic estate planning documents. Offers convenient options for straightforward estate planning needs.
Personalized Estate Plan
Tailored legal strategy reflecting individual goals and family dynamics. Creates unique solutions for asset protection and distribution.
Planning For Disabled
Specialized estate planning for individuals with disabilities. Focuses on maintaining benefit eligibility while providing long-term financial support.
Probate And Estate Administrative
Legal assistance in managing and distributing a deceased person's estate. Guides executors through the probate process and estate settlement.
Retirement Planning
Legal strategies for securing financial stability in retirement. Includes advice on pensions, Social Security benefits, and retirement account management.
Special Needs Attorneys
Lawyers specializing in legal issues affecting individuals with disabilities. Provide expertise in special needs trusts and benefit preservation.
Special Needs Law
Legal services focused on individuals with disabilities and their families. Covers areas such as guardianship, benefits planning, and education rights.
Special Needs Trust
Specialized trust to provide for individuals with disabilities. Preserves eligibility for government benefits while allowing additional financial support.
Law Practice
General legal services covering various areas of law. Offers representation and counsel for diverse legal needs.
Lawyer Help
General legal assistance and representation. Provides guidance and advocacy for various legal issues and proceedings.
Legal Documents
Preparation and review of important legal papers. Ensures documents are properly drafted and legally binding.
Legal Matters
Broad range of legal issues and concerns. Addresses various legal questions and provides appropriate legal solutions.
Other Legal Services
Additional legal assistance beyond standard practice areas. Covers unique or specialized legal needs not fitting into common categories.
You Need Asset Protection
Strategies to safeguard personal and business assets. Involves legal methods to protect wealth from potential creditors or legal claims.

Safe Harbor Estate Law - Estate Planning & Elder Law Details

From the business
Identifies as women-owned

Service options
Online appointments
Onsite services

Accessibility
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Wheelchair accessible seating

Amenities
Gender-neutral restroom
Restroom

Planning
Appointment required
Appointments recommended

Parking
Free parking lot
On-site parking

Safe Harbor Estate Law - Estate Planning & Elder Law Photos

No photos available at the moment.

Safe Harbor Estate Law - Estate Planning & Elder Law Location

Safe Harbor Estate Law - Estate Planning & Elder Law

Minnesota Dakota County Burnsville Southcross Drive West

760 Southcross Dr W, Burnsville, MN 55306, USA

Safe Harbor Estate Law - Estate Planning & Elder Law Reviews

An average rating of ★5 from 107 user reviews.

trustquestionsinformationdocumentsmindteamassetthe futurechildrenunderstand

★ 5★ 4★ 3★ 2★ 1

My sisters and I found Safe Harbor when we knew we needed more assistance than we could provide for our Mom. Kate Eidem and Makenzie Zenisek assisted us in many complicated decisions during a difficult time. They have been compassionate, personal and helpful through all phases. I would recommend Safe Harbor - and particularly Kate and Makenzie - to anyone who is in need of an Estate law firm that actually cares about the client.
July 12 · Lisa
We've used Safe Harbor once before while traversing the paperwork after my mom was diagnosed with Alzheimers. We knew we wanted to get things in place for our children so we used Safe Harbor once again to set up a trust. They are easy to work with and efficient. We felt like they valued our time and would recommend them to anyone seeking a competent attorney.
March 27 · Vanessa Dimberio
Makenzie and Kate were extremely helpful in the process of applying for Medical Assistance Elderly Waiver for my sister’s husband during a very difficult time. They are very enjoyable to work with and excellent with communication and explaining the Medical Assistance concepts. I highly recommend Safe Harbor Estate Law.
July 16 · Saisin
We attended a presentation by this estate planning firm, and I must say it was outstanding. They clearly explained the entire process, providing us with clarity and peace of mind for the future. In the event that something happens to us, we now know that our children and grandchildren will have a well-organized plan to follow and we will not suffer unnecessary financial consequences. We are truly grateful for the support and guidance we've received.Thank you Safe Harbor team
February 27 · Dawn Youngblood
Process of estate planning was very smooth, informative, and comprehensive from start to finish. Safe Harbor has the knowledge and expertise with a genuine interest in developing and implementing our plan.
April 01 · Marilynn