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Incapacity Planning

Helping Families Today, Tomorrow & for the Future Generations – Part 2

by Anne Denny December 16, 2014 Guest Articles

Part 1 of Anne’s post focused on the 5 strategies of an effective healthcare directive. This week’s post shares insights regarding the selection of healthcare agent(s). Well-written healthcare directives require more than checking boxes on […]

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Helping Families Today, Tomorrow & for the Future Generations – Part 1

by Anne Denny December 10, 2014 Guest Articles

As trusted advisors, attorneys and financial advisors, you are uniquely poised to coach individuals and families on the merits of preparing thoughtfully for end-of-life decisions. Most likely, posing questions regarding a client’s financial assets and […]

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Small Business Succession Planning – Things to Consider

by Phillip Christenson November 6, 2014 Business

What is Succession Planning? Simply put, succession planning is the process of transitioning key people within a business so that the business can continue to operate after the owner or key executives leave. Think of […]

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Conservatorship Basics: Part II

by Jayne Sykora November 4, 2014 Incapacity Planning

Last week, in Conservatorship Basics Part I, I discussed what a conservatorship is, who can be a conservator and the process for getting a conservatorship in place. In today’s post, I will cover a conservator’s […]

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Conservatorship Basics: Part 1

by Jayne Sykora October 29, 2014 Incapacity Planning

Oftentimes, most have heard of and have a basic understanding of a guardianship (whether for a minor child or for an incapacitated adult). A guardianship allows for another to be appointed as guardian over the […]

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Designating Authority for Business Owners

by Jennifer Santini August 12, 2014 Business

I know, I know… you have read it over and over again here on Epilawg that it is important to have documents in place for times of incapacity. Yet, as Jayne Sykora and I just […]

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In the News – Be Inspired By La Crosse, WI

by Jennifer Santini April 29, 2014 In the News

On CBS Sunday Morning this past Sunday, the whole program was dedicated to life and death. One particular story that stood out was on La Crosse, WI. In La Crosse, WI, “…96 percent of the […]

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Basics of Minnesota Medical Assistance

by Lauren Fink April 14, 2014 Guest Articles

Over half of the population will require long-term care at some point in their lives.  Paying for long-term care is a topic that many people avoid addressing until the last minute; however, due to the […]

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Estate Planning Myth #3: All I need I can find on legal zoom

by Erika Stein Rosenhagen April 11, 2014 Estate Planning 101

Yes, there are forms out there, and yes, many documents that attorneys draft begin from a template or form. However, consider these two major points for discussion with this myth: first, the law is full […]

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I Need a Revocable Trust … Right?

by Jamie Held August 5, 2013 Estate Planning 101

This statement (turned inquiry) may or may not be true.  It depends on a variety of factors and client goals.  Deciding whether to use a will or a revocable trust (a.k.a. living trust or revocable […]

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Avoiding Power of Attorney Abuse

by Maggie Green July 26, 2013 Incapacity Planning

In a previous post I spelled out the basics of the changes made to Minnesota’s Statutory Short Form Power of Attorney that will take effect January 1, 2014. As I mentioned, many of these changes […]

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