November 12, 2020 •
Estate Planning ![]()
My mother and father had retirement funds. My father passed and it went to my mother. My mother got remarried and she had a will when she died. My stepfather is to get what they agreed upon. She never made him the beneficiary of that retirement fund that was between my mother and father., However, when I asked to see the amount of this fund, the executor would not produce it. How can we find out the amount?
Read MoreNovember 11, 2020 •
Estate Planning ![]()
Though Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.
Read MoreNovember 10, 2020 •
Estate Planning ![]()
It is estimated that by 2040, the number of Americans living with Alzheimer’s, dementia or other cognitive disorders is expected to double to close to 12 million due to the aging population, according to a recent study by RBC Wealth Management and Aon.
Read MoreNovember 6, 2020 •
Estate Planning ![]()
If you have not already been inundated with invitations to webinars, articles and newsletters regarding estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.
Read MoreNovember 5, 2020 •
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In addition to writing wills, Minnesotans are now setting up trusts to care for pets, ranging from dogs and horses to parrots and raccoons.
Read MoreNovember 4, 2020 •
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Prince’s sudden death in 2016 triggered numerous court proceedings. First, probate documents had to be filed in court because Prince died without a will.
Read MoreNovember 3, 2020 •
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Although Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.
Read MoreNovember 2, 2020 •
Estate Planning ![]()
When do you need your estate plan to ‘go to work’ for you? While you may think the right answer is ‘after I die,’ the actual answer is ‘if I lose the ability to manage my own affairs.’
Read MoreOctober 30, 2020 •
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Cornelius Vanderbilt was among the richest Americans ever to have lived. Born in 1794, he built his fortune on railroads and shipping. To put his wealth into context, in today’s dollars when adding inflation, his fortune would be worth $215.7 billion.
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