
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]
Serving Estates, Workers, and Veterans
Beneficiary designations and succession plannings is as or more important than other estate planning documents. Issues range from naming, the division of property, and delegating rights.
Beneficiary
Thrift Savings Plans and their accompanying beneficiary forms can cause unintended pitfalls for our military and civil service families [Read More]
There are 5 categories of an EDB or Eligible Designated Beneficiary. As described in Section 401(a)(9)(E)(ii) of the code, an EDB is: The Surviving Spouse [Read More]
Change to an estate in Minnesota is supported when the Settlor is of sound mind. Here are a few reasons why people are making changes to their estates in MN [Read More]
A Half sibling in Minnesota can inherit just as much as your full or whole blooded sibling. Surprising, right? For some, yes. For others, like [Read More]
There are ten (10) informal probate steps in Minnesota. Some folks need help from an estate attorney, while others do not. Nonetheless, lets quickly address [Read More]
Dying with no will makes sense for some, but does it really? Recently, I met with a person who didn’t want a will because they [Read More]
The rules for an IRA rollover change on an annual basis. Because an IRA cannot be owned by a trust outright, this post is about [Read More]
Can an ex spouse inherit property from their former spouse after a divorce? In Minnesota, absolutely yes. Although there are laws like the Ex Souse [Read More]