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Estate Planning 101

Using a Testamentary Letter to Explain Your Estate Plan

by Robert Lynn January 20, 2016 Beneficiary

Your estate plan likely includes formal documents (a will, perhaps one or more trusts) that direct transfers of your property when you die. But those documents won’t identify each and every item to be transferred. […]

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The Right Way to Inherit

by Manish Bhatia December 20, 2015 Estate Planning 101

While an inheritance is often considered a gift by the recipient, from a tax perspective, there optimal ways to inherit a retirement account. From the language used to designate the beneficiaries to important IRS-imposed deadlines, […]

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What You Need To Know About The MN Trust Code For Drafters Part III: Limitation on Action Contesting Validity of Revocable Trust

by Jennifer Santini December 8, 2015 Estate Planning 101

Often when people set up their estate plan they will ask the attorney “Can someone challenge this?” Truthfully, anyone can try to challenge a person’s estate plan – the bigger question is whether that person […]

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Year-End Estate Planning To-Do List

by Manish Bhatia December 5, 2015 Charity/Giving

The end of the year is an ideal time to review your current estate plan and confirm that you are taking advantage of all planning opportunities available to you. This includes not only tax planning, […]

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Living as if it was your last year

by Jennifer Santini November 17, 2015 Estate Planning 101

Recently I read about a course that is offered by New York’s Zen Center for Contemplative Care called “How To Live This Year As If It Were Your Last.” The course is led by two […]

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Lamar, Khloe & the Urgency of Estate Planning

by Manish Bhatia November 14, 2015 Estate Planning 101

Former NBA and reality TV star, Lamar Odom, was found unconscious on October 13, 2015, and remains hospitalized in Los Angeles. Odom and his wife, Khloe Kardashian, had been separated for years and were in […]

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10 Things you must do before you die! (Not another bucket list article)

by Phillip Christenson November 4, 2015 Estate Planning 101

Bucket Lists have grown in popularity in the last few years. While it might seem important that you go skydiving, and swim with the dolphins before you die I would suggest taking a look at […]

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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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Pros & Cons of Joint Tenancy

by Emma Maddy August 11, 2015 Estate Planning 101

A comprehensive estate plan deals with multiple types of property; from probate assets that pass through your will, to non-probate assets that pass outside a will via a trust or beneficiary designation, to jointly held […]

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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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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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