Serving Estates, Workers, and Veterans
Serving Estates, Workers, and Veterans
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.
In Minnesota, revoking or terminating or ending a Power of Attorney is more cumbersome that it might appear. Thus, this article will address how a properly executed Power of Attorney form in Minnesota can be revoked. The first way a…
Are you looking to amend a will? First, let’s acknowledge your previous will is better than no will at all. None the less, your previous will likely needs to be updated to accommodate changes in your life. Sometimes this includes…
A basic Will in Minnesota addresses what happens to your stuff when you die. In other words, a document that addresses issues like who can receive a specific gift, what will happen to your debt, how to proceed with expenses like rent,…
Are you trying to determine where to keep a will in Minnesota? Believe it or not, Minnesota has already thought about this issue and as a result, created a process in 1997. For more information on this process, please contact this…
Are you looking to change your old will in Minnesota? First, let’s acknowledge an old will in Minnesota is better than no will. That being said, an old will in Minnesota likely needs to be updated to accommodate changes in…