Separate Trusts for Retirement Benefits Sometimes Stink
Separate trusts for retirement benefits is a common question amongst families wishing to transfer an IRA or 401(k) onto children or grandchildren. Often the [Read More]
Tag: Trust Funding
Funding a trust requires attention to detail. Funding a trust depends on the goal of your trust. To fund a trust, some assets use a form to fund a trust while other assets require
Trust Funding
4 Big Risks Before Transfering a House Into a Trust
Transfering a house into a revocable trust in Minnesota calls for a review of 4 or 5 big issues. This includes deed review, mortgage documents and [Read More]
Bank Records for Estate Planning in 3 Easy Steps
Bank records for a “typical” estate plan can be as as simple as gathering statements. But, the bank we use [Read More]
Easy Transitions are the Main Idea
Easy transitions are the goals for a revocable trust. In other words, what can we do to help our family [Read More]
Does the Due on Sale Clause in a Mortgage Impact your Estate Plan?
Does a due on sale clause within a mortgage in Minnesota impact an estate plan? I believe every person or family [Read More]
What If Your Trustee Dies?
What if your trustee dies? Between you and me, I would much rather be in the position of worrying about [Read More]
Signs You Have A Painful Estate Plan
A painful estate plan is one that makes others cringe and shriek. Very likely, you know what I mean. If [Read More]
3 Steps to Fund Revocable Trust in Minnesota
The term fund revocable trust can be scary for some and annoying for others. Because trust laws changed drastically on [Read More]