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Jennifer Santini

MN Public Benefit Corporation Act

by Jennifer Santini July 23, 2014 Business

More and more business owners are incorporating a charitable intent or purpose into their companies. However, many still wish to remain a for-profit business and therefore do not apply for non-profit or tax-exempt status. Recently, […]

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Review, Review, Review!

by Jennifer Santini July 3, 2014 Estate Planning 101

When we assist clients with drafting their estate plans, we try to draft a plan that will grow and evolve with them overtime. However, this does not mean that clients should stick their plans into […]

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Hello, My Name Is…

by Jennifer Santini May 28, 2014 Estate Planning 101

I spent the Memorial Day weekend out of town for a wedding and was joking with some of the other guests that the bride (who is my stepsister) will most likely hire someone to assist […]

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In the News – Be Inspired By La Crosse, WI

by Jennifer Santini April 29, 2014 In the News

On CBS Sunday Morning this past Sunday, the whole program was dedicated to life and death. One particular story that stood out was on La Crosse, WI. In La Crosse, WI, “…96 percent of the […]

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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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