Build & Preserve Wealth: A Minnesota Legacy Planning Guide
1. A Personal Approach to Preserving What Matters Most
Based in Baxter, Minnesota, Innovative Legacy Solutions combines extensive experience with personalized service. Their core mission? To protect your family’s wealth and business continuity—driven by the idea that “details matter,” and reflecting a trusted, local-first philosophy which guides every client’s experience.
2. Building a Comprehensive Legacy—What Services Are Offered
Whether addressing individual financial security or planning for your business’s future, Innovative Legacy Solutions provides tailored support across several focus areas:
• Legacy Solutions
- Estate Planning & Preservation — Creating wills and trusts that align with complex Minnesota estate tax rules and personal values.
- Tax-Free Retirement Strategies — Leveraging IRS Code §7702 planning to build tax-advantaged retirement income.
- Kaizen Premium Funding — Innovative approaches to fund long-term income and protect legacy value.
• Business Continuity & Succession Tools
- Leadership transition planning, buy-sell agreements, “golden handcuff” strategies, and key-person arrangements to safeguard what you’ve built.
• Individual Wealth & Insurance Solutions
- Health, life, auto/home insurance, Medicare support, tax diversification, and personal wealth growth strategies.
3. The Collaborative Legacy-Building Process
- We Listen — Understand what matters most to you and your loved ones.
- We Collaborate — Research strategies that balance goals, values, and opportunities.
- We Review — Refine and confirm plans through an ongoing, consultative process.
- We Support — Offer continuous service to adapt your plan as life evolves.
Their decades of experience—including top-tier benefits ranking and over 25 years in succession strategy—underline a solid foundation in wealth and business continuity planning.
4. Real Results for Real People
Clients emphasize meaningful connections, clarity in complex planning, and gratitude for lasting security. One shared: “Thanks to Innovative Legacy Solutions, my family and I now enjoy financial peace of mind.” Another noted, “Their benefits solutions boosted employee morale—without breaking the budget.”
This trust underscores their reputation as a results-driven, relationship-focused firm in the region.
5. Why Local Matters for Legacy Planning
- Minnesota-Specific Expertise — Familiarity with state tax codes, farmland exemptions, LPA/POA standards, and probate navigation.
- Consultative & Accessible — Easily reachable office in Baxter (7153 Forthun Road #130) and a team that listens deeply.
- Multi-Generational Support — Strategies that evolve as your circumstances shift—life events, market changes, or business transitions.
6. External Resource: Planning Your Estate in MN
For foundational guidance on how estate planning works under Minnesota law—including wills, probate, and elder protections—the Minnesota State Bar Association’s estate planning resources are accessible and informative.
Whether you’re starting from scratch or refining an existing legacy plan, Innovative Legacy Solutions brings clarity, innovation, and deep local understanding to help you safeguard your family’s future. Feel free to reach out anytime to build your legacy with intention.
