March 26, 2021 •
Estate Planning ![]()
Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.
Read MoreMarch 25, 2021 •
Estate Planning ![]()
When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?
Read MoreFebruary 8, 2021 •
Estate Planning ![]()
When making a will and testament, it’s important to follow the rules in your state to ensure the will is valid. One of those rules centers on the requirements for witnesses.
Read MoreJanuary 28, 2021 •
Estate Planning 
A letter of last instruction is a document that outlines funeral planning processes and arrangements. A letter of last instruction should not be confused with a will or testament, which is a legal document that expresses an individual’s wishes on how and to whom their estate should be transferred after their death.
Read MoreDecember 18, 2020 •
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The steady drone of coronavirus news these past nine months has spurred countless older Americans to face a long-procrastinated task: writing—or rewriting—their wills.
Read MoreNovember 5, 2020 •
Estate Planning ![]()
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 MoreOctober 30, 2020 •
Estate Planning ![]()
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.
Read MoreOctober 21, 2020 •
Estate Planning ![]()
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
Read MoreSeptember 18, 2020 •
Estate Planning ![]()
A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
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