Estate Planning & Probate Articles

NOW LICENSED IN WISCONSIN

It’s official! Dahlberg Law Office can now represent clients living in Wisconsin. Chris Dahlberg was officially sworn in as a member of the Wisconsin Bar this week. Congratulations to him. If you live in Wisconsin and need a Will or have any other legal matters you would like to discuss, give our office a call […]

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ESTATE PLANNING FIRST MEETING–WHAT TO EXPECT

In this article we will provide you with a list of some of documents and items that are helpful in attending your first estate planning meeting to make sure your goals are met.  HOWEVER, we sometimes are a little reluctant to provide clients with a checklist of helpful items to bring. The reason here is […]

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Business Spotlight in the Duluth Budgeteer

Did you know that having a will does not necessarily avoid probate? The major benefit of a will, a very important one, is assuring that the administration of your estate will be conducted according to your unique personal wishes and not according to the one-size-fits-all direction by the government. However, your estate will still have […]

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Types of Trusts

Types of Trusts

Revocable Trusts Frequently, I have new clients coming to my office saying they need to set up a Trust. Often, they have come to this decision following the attendance of a seminar of some kind. They’ve heard about a very common, effective estate planning tool, the Revocable Living Trust. For many, it’s a great choice. […]

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Estate Planning Review: How Often?

Often, I’m asked how frequently should one review their estate planning? Within my office, I like to touch base with my clients at least every five years. However, individuals should review their estate plan on the occurrence of these events: Your children are now adults, no longer minors. A death of a spouse or child. A […]

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