October 10, 2022Trust Mistake on the Back EndA trust mistake often occurs with refunds and prematurely closing out accounts. When addressing time, trustees may wantSee MoreTrust Mistake on the Back End
October 8, 2022Joint Tenancy After A Spouse DiesJoint Tenancy is a wonderful tool for married couples because there are rights of survivorship. On the other hand, probate can require theSee MoreJoint Tenancy After A Spouse Dies
October 6, 2022Trust Backup PlanningBackup planning for a trust or estate plan starts with addressing bad day scenarios. Selecting an alternate trustee is not good enough whenSee MoreTrust Backup Planning
September 27, 2022Hurricane Estate Planning 101Hurricane estate planning in a pinch might mean gathering this short list of items and documents when transitioning to safety.See MoreHurricane Estate Planning 101
October 5, 2022Asset Protection Trust – What Does It Do?An Asset Protection Trust provides asset protection for the beneficiaries that could be available from giving those same assets to yourSee MoreAsset Protection Trust – What Does It Do?
September 22, 2022Unemployment After A LayoffUnemployment after a layoff is not as clear as it might feel. Unemployment laws for eligibility of benefits tells us we must look atSee MoreUnemployment After A Layoff
September 21, 2022Inflation Planning Within an EstateInflation impacts the estate planning process too. Granting a trustee these specific powers to account for money problems due to inflation canSee MoreInflation Planning Within an Estate
July 27, 2022Laws Impact Estates, But Which One?Laws Impact Estates, but which one? In Minneota, estate planning laws cross apply and overlap. One example of an estate law impactingSee MoreLaws Impact Estates, But Which One?
July 21, 2022Free Annual Report For Each Family MemberA free annual report is a critical step in the estate planning process. This should be completed for all persons, both young and mature.See MoreFree Annual Report For Each Family Member
October 5, 2022Estate Planning Story about the Gregory Brothers vs. their SisterSiblings clash in a probate case between the Gregory brothers and their sister. In Minnesota, a conflict of interest between beneficiaries andSee MoreEstate Planning Story about the Gregory Brothers vs. their Sister