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Estate Planning 101

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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Questions To Ask Aging Parents

by Jennifer Santini June 22, 2015 Estate Planning 101

We are often approached by clients, who have aging parents, to find out the best way to raise the topic of estate planning with their parents. Typically the client is in the process of drafting […]

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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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Fiduciary Access to Digital Assets

by Jennifer Santini May 26, 2015 Estate Planning 101

The Uniform Law Commission drafted an act to provide fiduciaries with the same access to digital assets as they have had to tangible assets. The Uniform Fiduciary Access to Digital Assets Act (the “Act”) has […]

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Incapacity Planning – The POLST

by Jayne Sykora May 7, 2015 Estate Planning 101

POLST stands for “Provider Orders for Life Sustaining Treatment.” It is a doctor-signed medical order form that communicates a patient’s end-of-life health care wishes to other health care providers during an emergency. Patients with serious […]

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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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Vacationing Without the Kids??

by Jayne Sykora March 30, 2015 Estate Planning 101

Designation of Standby or Temporary Custodian for your Child So, you and your spouse are finally ready to take that vacation to Mexico – without the kids. The flights are booked, your bags are nearly […]

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Postnuptial Agreements

by Jayne Sykora March 12, 2015 Estate Planning 101

We’ve written before about prenuptial agreements (“prenups”), which are agreements entered into by a couple before marriage that most often outline the ownership and division of property should a marriage end either by divorce or […]

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Unintended Consequences of Disinheriting Children

by Jennifer Santini March 5, 2015 Estate Planning 101

One thing I learned quickly after becoming an estate planning attorney is that there are often times when my clients’ wishes are not the same as what I would do in their particular situation. For […]

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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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In the News: Facebook’s Legacy Contact

by Jennifer Santini February 16, 2015 Estate Planning 101

Last week, Facebook announced that users of the social media website could designate a “legacy contact,” who would be able to control and manage the user’s Facebook page once the user passed away. The legacy […]

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