I’ve been careful to advise my clients to always double check that their beneficiaries match their estate planning intent every time they create or revise their plans. In the past, courts in Minnesota have been reluctant to change a properly…
Many people hear the words “Estate Planning” and assume it doesn’t apply to them because they don’t see themselves as having assets that can be/need to be organized and protected. But, while your assets are an important part of any…
An increasing number of adult children are taking care of their parents at home. When adult children take on significant caregiver roles, often limiting their own employment opportunities, some families choose to enter into a Caregiver Agreement. This can be…
Elder Law and Estate Planning attorneys, among other planning professionals, are able to assist in three large areas of planning for you and your loved ones that can allow you some confidence and peace of mind as you live your…
Elder Law and Estate Planning attorneys are able to assist in three large areas of planning for you and your loved ones that can allow you some confidence and peace of mind as you live your life to its fullest:…
A good checklist can be an invaluable tool as you work to understand your role as a Personal Representative of someone’s will, or work to understand what the person you select as your Personal Representative will be asked to accomplish…
Taxes, as most of us already know, are obligations we have to the state (we live in, work in, or own things in) and federal governments. Many of us pay income tax and property tax, so we’re pretty up on…
Most of us don’t have Long-Term Care Insurance, and don’t even want to think about it until we need it – which, of course, is usually too late. This is not a posting about getting Long-Term Care Insurance (although, if…
Confusion and misunderstandings abound when thinking about legal documentation like a Will. People often ask: Do I need a Will? What if I die without one? What is Probate and shouldn’t I try to avoid it? What kind of…