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Maggie Green

Safely storing and sharing passwords

by Maggie Green October 7, 2015 Estate Planning 101

Maintaining passwords is an evolving game. Experts recommend that you keep different passwords for each online account, all with at least 8 characters comprised of uppercase, lowercase and at least one number/symbol. Personally, this is […]

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An Introduction to Trusteed IRAs

by Maggie Green June 8, 2015 Estate Planning 101

An individual retirement account (IRA) is typically established in one of two ways. As a custodial account, where the bank or financial institution is simply acting as a fiduciary and must follow the directions of […]

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Minnesota and the UTC

by Maggie Green February 19, 2015 Estate Planning 101

The 2015 Minnesota Legislature may adopt the Uniform Trust Code.  The proposed legislation would provide new rules regarding the administration of trusts, codify some common laws and clarify procedures available to those involved with the administration of trusts. […]

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Privacy and your estate plan

by Maggie Green January 19, 2015 Estate Planning 101

The British government announced recently that 4 million historical wills have been digitized and are now available for download by the public. As in the United States, these documents were previously available by traveling to […]

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Intestate succession for a blended family

by Maggie Green November 18, 2014 Estate Planning 101

A married couple, of which each spouse has children from previous relationships, faces certain issues with regard to distribution of their estates. The most basic of these issues involves what happens if a spouse dies without […]

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Mother’s Day “must read” article

by Maggie Green May 12, 2014 Estate Planning 101

I have recommended Deborah Jacob’s in the past, but Advice for New Mothers – and Procrastinators is spot on. Covering all of the important estate planning issues for young parents, her advice mimics many of the suggestions I […]

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The Bitter End

by Maggie Green March 19, 2014 Incapacity Planning

It’s a shocking and infrequently cited fact that the death rate among the human population in the United States is 100%. It will happen to all of us. When you think of it this way, […]

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Organizing Your Accounts and Passwords

by Maggie Green March 5, 2014 Estate Planning 101

I emphasize to all of my estate planning clients the importance of keeping track of your assets, what they are, where they are located, etc. The reason: a Will or Trust instructs your Personal Representative […]

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Trust Mills and Bad Estate Planning

by Maggie Green February 13, 2014 Estate Planning 101

I recently read this article about a so-called “living-trust mill” that is being sued by the Minnesota Attorney General. According to the article, the Minnesota Attorney General is alleging that clients of Heritage Partners were sold […]

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Estate denied property tax refund

by Maggie Green December 19, 2013 Probate

The tax code is riddle with nuances. Some of these nuances are beneficial to clients, others can be frustrating. Recently, I had an estate administration client come to me with a letter from the Minnesota […]

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Don’t be an ostrich

by Maggie Green December 2, 2013 Estate Planning 101

I love this article by Deborah Jacobs because it brings to the forefront some important reasons to talk about estate planning. Plus, with all of the family gatherings this holiday season, the article is timely written. Everyone […]

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