December 2011

Decanting Trusts

by Jayne Sykora December 28, 2011 Trusts

We write a lot about trusts here at Epilawg: selecting the right trustees, how trusts can be useful during periods of incapacity, and utilizing trusts for blended families, just to name a few recent posts. [...]

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Happy Holidays

by Jen Santini December 21, 2011 Estate Planning 101

It is that time of year for eggnog and Yule logs, menorahs and dreidels, Christmas carols and Dickens’ A Christmas Carol, Ralphie and the Griswolds, and so much more that puts us all in the [...]

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Bobby Jones

by Jen Santini December 18, 2011 Obits

March 17, 1902 – December 18, 1971 In the world of sports, names such as Palmer, Nicklaus, and Woods are most associated with the game of golf. However, even before all of them, there was [...]

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Portability & Gifting

by Jamie Held December 17, 2011 Estate Planning 101

I recently wrote about portability, specifically, what it is and how to elect it.  This post takes it one step further, discussing how portability and gifting interact.

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Choosing to Disinherit

by Maggie Green December 14, 2011 Estate Planning 101

We hear about it in the news, someone famous has disinherited a family member, or even more exciting, the whole family! Sometimes we even hear from the disgruntled “non-beneficiary” with an explanation or a tell-all [...]

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Tax Relief for Qualified Minnesota Businesses and Farms

by Scott Johnson December 9, 2011 Estate Planning 101

For those of you out there that are residents of Minnesota and owners of a small business or family farm, there is a relatively new law offering relief from the Minnesota estate tax.

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“Shoeless Joe” Jackson

by Jen Santini December 5, 2011 Obits

July 16, 1887 – December 5, 1951 Today is the 60th anniversary of “Shoeless Joe” Jackson’s death. Joe Jackson was a Major League Baseball player in the early 1900s. Mr. Jackson received his nickname “Shoeless [...]

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Why Life Insurance is Important

by Lindsey Manhart December 1, 2011 Estate Planning 101

Can your family survive on $250 each month? The average American has $50,000 of life insurance through work, which equals about $250 per month in income replacement.  Are you that average American?  Can your family [...]

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