Published October 22, 2025 in Law
Frequently, I have clients in my office confused about the difference between a Personal Representative and an Attorney-in-Fact. An Attorney-in-Fact gets their power from an executed Power of Attorney document. The Attorney-in-Fact is only able to function in their capacity so long as the Principal (individual giving the power) is still alive. Upon the Principal’s […]
Published September 9, 2021 in Estate Planning & Probate, Law
DEATH BENEFICIARY DESIGNATIONS One of the easiest methods of assuring an orderly transfer of one’s assets upon death is through the use of death beneficiary designations. Also, the beauty of this method is that an individual can do this on their own, without the need for legal assistance, AND… It’s often possible to do it […]
Published August 3, 2021 in Estate Planning & Probate
TWO COMMON ESTATE PLANNING PITFALLS In my years of estate planning, it’s not difficult to identify the two most common estate planning pitfalls. The most obvious pitfall, not requiring an Einstein to figure out, is that individuals simply fail to do it. I’m always amazed that while we all know and have heard the old […]
Published December 21, 2020 in Law
Thank you Fox21, for your great interview and story on estate planning. To view the complete story and video, click on “continue reading” below. Estate Planning Increases During Pandemic
Published June 10, 2020 in Estate Planning & Probate, Law
PROBATE – DO YOU NEED AN ATTORNEY? Our law office does a good deal of probate work for clients. Probate can broadly be defined as the administration of an individual’s estate following their death. This may occur whether the person had a Will (referred to as ‘testate’) or without a Will (referred to as ‘intestate’). […]
Published February 12, 2019 in Estate Planning & Probate, Law
Pet Trusts: New…to Minnesota Minnesota was the last state in the country to pass legislation for a Pet Trust—Minnesota Pet Trusts (July 1, 2016). The Minnesota Pet Trust now allows a legal guarantee that an owner’s pet or pets, upon their death, will be taken care of if they properly plan while living. The Trust […]
Published June 29, 2017 in Estate Planning & Probate
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 […]
Published July 23, 2015 in Estate Planning & Probate
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. […]
Published July 23, 2015 in Estate Planning & Probate
Often, I’m asked how frequently one should 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 upon the occurrence of these events: Your children are now adults, no longer minors. The death of a spouse or child. […]
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