Skipping GST Tax or Working Around It?
The GST Tax is somewhat defined under Chapter 13 of our tax code. The name of the game is finding ways to reduce estate taxes that [Read More]
Category: News and Articles
News and Articles
News and Articles of general interest
Thrift Savings Plans and TSP Beneficiary Forms
Thrift Savings Plans and their accompanying beneficiary forms can cause unintended pitfalls for our military and civil service families [Read More]
Did You Attend this Community Education Class?
Did You Attend this Community Education Class? [Read More]
Happy Thanksgiving To You and Your Family
Thanksgiving is a very special day for those serving in our armed forces. For one, it is generally a day of rest. But, it is also [Read More]
Bloomington Community Education 📚 Thank you!
Thank you 🙏 to the Bloomington Community Education folks for allowing me to share educational materials regarding estates and planning. If you missed the event, I [Read More]
Thank You Bloomington Community Education
To those who attended my Estate Planning class through Bloomington Community Ed, thank you! As I referenced during our class, you can find free estate planning [Read More]
Richfield Estate Planning Class Was a Success!
The Richfield estate planning class I presented yesterday evening went great and I am grateful for your attendance. The name of the class was How [Read More]
How Often Does a Solar Eclipse Show Up in Minnesota Case Law?
As you know, a solar eclipse is a rare phenomenon. So rare, I know people who are traveling to a different state so they can [Read More]
Veterans Can Request a DRO Appeal with their Notice of Disagreement
A DRO appeal for veterans benefits is a complicated request. I believe these types of appeals for difficult for two reasons. For one, a lot [Read More]
Community Education Class in Richfield MN
My visit to Richield MN is coming October 26, 2017. Through Richfield’s Community Education Department, I am presenting an additional estate class titled How to [Read More]