An estate plan should really be called a human plan or human planning. After all, each estate and family is different, requiring personal and exclusive attention.
As an estate planning attorney, my goal is to educate and inspire a conversation with people and families needing help with creating a plan, keeping up-to-date, and planning for the future.
Each person and family is different. Generally, a person’s plan starts with addressing beneficiaries, formalizing a will and addressing a power of attorney and health care agent.
For some, a few documents can accomplish this goal. For others, a more sophisticated plan is called for.
Families who are concerned about reducing stress on family members find comfort in adding a revocable trust to their estate plan, communicating their goals for the future, and addressing asset transfers today versus down the road. This can be especially important when children are impacted.
For those interested in meeting me one-on-one, I think my community education courses are fantastic.
Otherwise, I hope you find value in the following articles and posts.
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 to Create an Estate Plan for Less Than $30. In case you missed it, we…
As you know, dress right dress is a marching command. Behind attention and at ease, dress right dress is one of the first marching commands we learned in the military. Do you remember it’s meaning? The dress-right-dress command is simple:…
Crisis mode is different for every family. Minus the few who handle illness and death with ease, a crisis can cause panic and confusion. I believe in helping our loved ones with the following process: Create a loud colored binder…
Love is a powerful act. In my law practice, it brings me great joy and inspiration to see families and veterans make estate planing decisions as an act of love. In my line of work, sometimes I see people more afraid…
Veterans home cost is a 5 step math problem. If you are afraid of math, do not despair. The goal is to keep this element of the estate plan simple. In Minnesota, the cost for a veteran to live within a…
A painful estate plan is one that makes others cringe and shriek. Very likely, you know what I mean. If you do not, here are a few examples to get us going: The plan you made dates back to the…
Reasons for formal probate in Minnesota are different for each family. In my opinion, there are four (4) main reasons a family may want to seek a formal probate process: Children, Problems with a will, Real estate, and No money.…
Using your next 4 minutes to watch this eulogy for a spouse can be very powerful. I am praying for you and your family.
Probate in Minnesota can be a tangled mess, similar to the picture displayed at the right. None the less, it doesn’t have to be. If you are reviewing the probate in Minnesota, use the following as a brief introduction. If…
A will in Minnesota are different based on the person and their needs. Because everybody has different beneficiaries and needs, consider reviewing the following information when thinking about a will in Minnesota. What is a will in Minnesota? A will…
