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Jennifer Santini

Don’t Leave Your Money Behind

by Jennifer Santini March 13, 2014 Estate Planning 101

Recently, Joe Larson wrote about what to do when you’ve been terminated by your employer and what your rights are with respect to your personnel file. It raises a reminder that whether you have been […]

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Gift Splitting

by Jennifer Santini February 25, 2014 Estate Planning 101

We talk often about the use of gifting as an estate planning tool but always caution that individuals should consult with an attorney and/or an accountant before doing so to ensure it is done properly. […]

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In the News – MLK Jr., Paul Walker, & More

by Jennifer Santini February 8, 2014 In the News

Here are some recent reports of estate planning battles, mistakes and funerals… Martin Luther King Jr.’s children are fighting over Mr. King’s Bible and Noble Peace Price. The children have been battling each other often […]

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Make Sure Your Buy-Sell Agreement Is Not Disregarded

by Jennifer Santini February 5, 2014 Business

We try to encourage people to not only plan for the transfer of their personal assets but also to plan for the transfer of their businesses – either in life or at death. Buy-Sell Agreements […]

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In the News – Health Care Directives

by Jennifer Santini January 18, 2014 In the News

In the past few weeks, there have been two stories that have caught our attention regarding the issue of incapacity and the need for advanced health care directives. The first news story unfortunately involved a […]

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Minnesota Gift Tax Exclusions

by Jennifer Santini January 16, 2014 Estate Planning 101

I recently mentioned some issues to consider before transferring certain assets, primarily with regards to the MN estate and gift taxes. While we want you to be cautious before making any transfers, we do want […]

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10 Items To Remember Heading Into 2014

by Jennifer Santini December 24, 2013 Estate Planning 101

There are a few items we wanted to remind you about as we wrap up the end of the year and look towards 2014. In no particular order they are: 1. Don’t forget that Minnesota […]

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Walt Disney

by Jennifer Santini December 15, 2013 In the News

December 5, 1901 – December 15, 1966 It has been forty-seven years since Walt Disney passed away. The mastermind of the Disney empire, bringing you the lovable characters of Mickey Mouse, Snow White and more, […]

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Giving Thanks

by Jennifer Santini November 28, 2013 Estate Planning 101

On this day of thanks, we wanted to remind you about the various opportunities for giving. Many of our clients have a philanthropic intent but just do not know exactly how to, when to, and […]

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John F. Kennedy

by Jennifer Santini November 22, 2013 In the News

May 29, 1917 – November 22, 1963 Today marks the 50th anniversary of the assassination of John F. Kennedy. For the past few weeks, news outlets have been recounting the events surrounding November 22, 1963 […]

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The Right Time To Get Out

by Jennifer Santini November 18, 2013 Business

Last week the company Snapchat, and its founders, made headline news when they rejected a $3 billion deal from Facebook. Why did they reject the offer? It has been reported it was because they felt […]

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