Free Estate Planning Consultation

67% of Minnesota parents over 60 still don't have a will.

You meant to get it done. The form sat on the desk. Then a friend's parent died without one and the family spent fourteen months in probate court. Reserve a free 30-minute estate-planning consultation with Dr. Adam Link, CFP® — we'll walk you through the simplest path to a will, a trust, a beneficiary review, and how it fits into your retirement plan.

By Dr. Adam Link, CFP® at Fireweed Capital. We coordinate with licensed Minnesota estate attorneys.

  • The five documents every retiree should have on file — and the order to set them up
  • Why a revocable living trust skips probate in MN, and when a will is enough
  • The beneficiary mistake that overrides your will (it's hiding in your 401(k))
  • Whether your existing documents still match your intent — most don't after 5+ years
Reserve My 30 Min

Where should we send the consultation link?

Free 30-minute consultation. No obligation. We'll email you a calendar link.

Educational consultation only. Not legal, tax, or investment advice. Estate documents are prepared by licensed Minnesota attorneys we coordinate with.

Insurance services through Fireweed Capital. Investment advisory services through Portfolio Medics, LLC, an SEC-registered investment adviser. CFP® and Certified Financial Planner™ are certification marks of the Certified Financial Planner Board of Standards, Inc.

Estate planning notice: Dr. Adam Link, CFP® is a financial planner, not a licensed attorney. Will, trust, and other legal documents are prepared by licensed Minnesota estate attorneys with whom Fireweed Capital coordinates on behalf of clients. The free consultation is educational and does not establish an attorney-client relationship.