Welcome! Special Planning, LLC provides personalized comprehensive legal and insurance planning services to Minnesota individuals and small business owners.
Our motto is: Special Planning for Special PeopleTM
Special Needs Estate Planning
Who will take care of your physically or developmentally disabled child's personal, legal and financial matters once the parents or caregivers pass away? Without proper planning, your disabled child or family member will likely be disqualified from receiving Medical Assistance, SSI or other governmental benefits if he or she receives an inheritance of as little as $2,000. General Estate Planning
We also apply our experience to prepare wills, trusts, and other documents for the population at large. Estate planning is NOT just for millionaires. In fact, parents with young children need it more than anyone.
We make general estate planning and special needs estate planning easy and affordable because:
- We make house calls in the Twin Cities area
- Our first meeting is free
- We charge a flat price per package
- All documents are compiled in a Comprehensive Organizer
- Everything can be done in one week
Probate Services
We help families work through the Probate Court process when a loved one passes away. If done right, probate doesn't have to cost an arm and a leg.
Corporate Services
We help your new business get off the ground by incorporating you, preparing by-laws, issuing stock and obtaining Federal and State Tax ID numbers, all in one day. We also review leases, loan agreements and other contracts.
Insurance Services
We provide individuals and small business owners with individual and group health, long term care, disabiity, life, and Medicare Supplemental insurance. 
