The Minneapolis/St. Paul Business Journal recently hosted a “Table of Experts” discussion where Hellmuth & Johnson attorney Samantha Graf discussed estate planning with other panelists. The group explored federal tax law changes, Minnesota estate tax considerations, gifting strategies, family communication challenges, and the importance of keeping plans current.
Graf emphasized the need to help clients prioritize their goals beyond just tax minimization, including control, family dynamics, and lifetime needs. She also discussed making the planning process accessible by educating clients and empowering them to make informed decisions for their unique situations.