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Investments & Insurance

Have you reported your offshore funds?

by Jennifer Santini September 17, 2014 Investments & Insurance

If you are a U.S. citizen, resident alien, or certain nonresident alien, you are required to report any foreign financial assets that meet the reporting threshold to the IRS. There are different filing requirements and […]

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Don’t Leave Your Money Behind

by Jennifer Santini March 13, 2014 Estate Planning 101

Recently, Joe Larson wrote about what to do when you’ve been terminated by your employer and what your rights are with respect to your personnel file. It raises a reminder that whether you have been […]

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How should my Estate Planning Attorney & Financial Planner work together?

by Phillip Christenson January 6, 2014 Estate Planning 101

There are many parts to your financial life which may require you work with multiple professionals from different disciplines. Two of the most important professionals you should have on your team are a Financial Planner […]

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New Tax & New Opportunities

by Erik Doerr January 2, 2014 Guest Articles

Well, it’s that time of the year again.  And by that I mean that its tax planning season! I don’t know about you, but I get pretty pumped about it. This year has been fun […]

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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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MNsure Enrollment Opens

by Jennifer Santini October 1, 2013 In the News

The new insurance marketplaces, including MNsure, are set to open today for enrollment (although the latest news is that the exchange will not go live until later this afternoon). Coverage is set to begin on […]

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Who Cares If Stretch IRAs Are Eliminated?

by Chris Revak August 29, 2013 Estate Planning 101

Only wealthy people benefit from the “loophole” anyways. Retirement plans were never intended to be an estate planning tool. It won’t impact me. I don’t care. These are some of the comments in the press […]

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Funding Long-Term Care Insurance with a 1035 Exchange

by Mike Westling August 19, 2013 Guest Articles

Many people assume they cannot afford long-term care insurance to protect themselves and their families from the financial, emotional and physical sacrifices needed to provide long-term care for a loved one. However, long-term care premiums […]

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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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Summary of changes to the MN Statutory Short Form Power of Attorney

by Maggie Green June 19, 2013 Estate Planning 101

Minnesota’s legislators have been busy working up new and exciting changes to Minnesota’s estate planning landscape. Perhaps less controversial and less exciting, (and, some would argue, more concrete) than the new Minnesota Gift Tax, this […]

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Will my heirs get everything?

by Mathew Coyle June 11, 2013 Estate Planning 101

Aside from taxes, the topic that can typically cause the most confusion is the issue of which assets will pass to your loved ones tax free – and which are subject to estate taxation. Knowing […]

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