Estate Planning – Assessing Your Wishes, Assets, and Goals: Adult

Adult / Lifelong Learning -

Adult Winter/Spring 2023

Determine what estate planning documents you need based on your wishes, assets, and goals. Learn about how a basic Will may be a good fit or a potential headache for survivors and loved ones.

Lori Paul Townsend

Since 2004, Lori Paul, Estate & Trusts Attorney at Baker Vicchiollo Law LLC of Edina, has helped clients document their estate plan or guide them through the process of probate or trust administration after the death of a loved one.

She can address a wide spectrum of estate planning issues, from blended or young families
without a plan, to families needing to revise their existing documents to reflect their current
status, assets, and goals, including planning for business interests and succession
planning.

No matter where you fall on the spectrum, Lori can present options to achieve your goals
and to establish your legacy.

May 2023