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Epilawg Guest Articles

Succession Planning for Your Company and Your Retirement

by Aaron Hall August 6, 2015 Business

You have built a successful company. Now you are starting to think about the potential for retirement. Retiring is a bit more complicated when you own the company. Your reputation, core values, personality, and relationships […]

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The Bank of Mom and Dad: A Guide to Intra-Family Loans

by Diana Ringuette July 27, 2015 Guest Articles

We’ve all heard jokes about taking a loan from the Bank of Mom and Dad. What you might not know is that intra-family loans can be a great way to transfer significant wealth and avoid […]

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Carrier Errors: The Importance of Life Insurance Policy Review

by Bob Cohen July 23, 2015 Guest Articles

In a previous post, I discussed the importance of having a life insurance policy analysis done on a regular basis. I was recently reminded of the importance of policy reviews when I received correspondence from […]

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Overcome Obstacles to Effective Healthcare Directives

by Anne Denny July 21, 2015 Estate Planning 101

Are improvements to healthcare directives necessary and possible? The answer is an emphatic YES! As a trusted advisor, you can blaze the trail for your clients. In the past three decades, a relatively low percent […]

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What You Need to Know about Minnesota’s UTC Part III: The Trustee’s Duty to Inform and Silent Trusts

by Julian Zebot May 11, 2015 Guest Articles

This is the third post in a series discussing different aspects on Minnesota’s new statute, the Uniform Trust Code (UTC), which becomes effective January 1, 2016. While this series will be useful information for all […]

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What You Need to Know about Minnesota’s Uniform Trust Code Part II: Trust Administration Involving Co-Trustees

by Julian Zebot April 27, 2015 Guest Articles

This is a second post in a series discussing different aspects on Minnesota’s new statute, the Uniform Trust Code (UTC), which becomes effective January 1, 2016. While this series will be useful information for all […]

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7 Tips for the 706

by Kassandra Heinrich April 21, 2015 Estate Planning 101

As tax season is wrapping up I’ve found myself busy with a few estate tax returns, and wanted to share 7 Tips to keep in mind when completing a United States Estate (and Generation-Skipping Transfer) […]

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What You Need to Know about Minnesota’s Uniform Trust Code Part I: Dual-Track Jurisdiction

by Julian Zebot April 2, 2015 Guest Articles

This is a first in a series of posts discussing different aspects on the new statute, Minnesota’s Uniform Trust Code (UTC), which becomes effective January 1, 2016. While this series will be useful information for […]

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How to Collect Your Final Wages

by Joseph Larson March 23, 2015 Business

Collecting Final Wages from Your Employer Most of us don’t work for free. If your employer hasn’t paid you all of the wages you’ve earned, then that’s exactly what you’d be doing. What follows is […]

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Painless Probate: Closing Informally

by Kassandra Heinrich March 19, 2015 Guest Articles

I really don’t know how probate got such a bad reputation, but in my experience it isn’t that bad. As other contributors to Epilawg have noted (see for example: Estate Planning Myth #6: I Must […]

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Tax Season Considerations: 1099 and Tangible Property

by Erik Doerr January 22, 2015 Business

The month of January, of course, brings the start of the tax filing season.  As such, there are a couple of items to think about. These two particular items are mainly directed at businesses, however, […]

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