SANDVIG LEGACY PLANNING
http://www.sandvig-law.com/
Areas of Focus: Family Business Planning, Kids Protection Planning, Life and Legacy Planning
Licensed States: Minnesota, North Dakota, South Dakota
Aaron was born somewhere in the middle of America but grew up in Phoenix, where he learned the timeless lesson that sports teams clad in purple possess a limitless capacity to break your heart. After attending college in Michigan and taking some extended vacations on the other side of the globe, courtesy of Uncle Sam and the U.S. Army, Aaron decided to move to Minnesota. Lured by a naïve understanding of the phrase “winter wonderland” and, equally so by a beautiful and bluntly persuasive central Minnesota girl, he eventually found himself the father of three and engaging in a surprising number of conversations about the weather.
When not busy wondering why the Weather People decided to start naming winter storms, Aaron spent the first ten years of his legal career “helping people have fights.” These came in many forms – business partners breaking up, companies squabbling about what the definition of “is” in a contract actually is, neighbors battling over a few inches of grass along a forty-year-old fence line, or the disintegration of relationships when a core family member dies with confusing or insufficient instructions. Although these wranglings – which lawyers in the mists of time dubbed “lawsuits” – come in all shapes and sizes, the vast majority stem from one key problem – a lack of planning. Not even from zero planning. But almost always inadequate planning. In fact, most lawsuits result from poorly drafted or poorly understood legal agreements. Whether written on a napkin at a bar amidst a lager-fueled fit of brilliance or penned whole cloth by an esquire in the high tower of a law firm, poorly thought-out agreements lead to more fights than a European “football” game.
Aaron now spends his time helping people avoid these fights. Through the estate planning process – and for business owners a LIFT assessment – Aaron helps families understand their circumstances and options. Building on this base of understanding, clients work with Aaron to create a plan that suits them and their particular needs. The client’s core needs take center stage, meaning this is never a “one-sized fits most” process. Each plan involves careful consideration and a combination of planning tools to help clients keep their families and business out of court and out of conflict.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.