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Maggie Green

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 Uncategorized

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 Uncategorized

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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Property and Revocable Trusts – MN Estate Tax Update

by Maggie Green October 23, 2013 Estate Planning 101

Individuals that own property in multiple states often consider placing the property into a revocable trust for planning purposes. While this can be an effective planning technique, there are some important points to consider. For […]

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Beneficiary Designations and Estate Planning for Retirement Accounts

by Maggie Green October 7, 2013 Estate Planning 101

One of the most commonly overlooked items I see in client’s estate plans and during probate administrations is retirement accounts and their beneficiary designations. I think this has to do with the cumbersome nature of […]

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And the Huguette Clark estate drama continues

by Maggie Green September 20, 2013 Estate Planning 101

Huguette Clark’s estate litigation reaffirms some lessons that we already know.  Primarily, caretakers and advisors must take precaution when conflicts of interest arise, namely when they receive more benefits from a client than they would […]

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On the lookout … financial and estate planning writers to follow

by Maggie Green September 4, 2013 Uncategorized

I love finding new estate planning authors and professional bloggers to follow. They inspire me improve my writing and help me think of better ways to discuss estate planning concepts with clients. Two women in […]

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