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What are a surviving spouse’s debt obligations?

by Jamie Held September 11, 2014 Probate

Awhile back, an article in the Star Tribune discussed the egregious practices used by some credit card companies and banks to collect debts owed by deceased persons, often targeting surviving family members who may or […]

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Organizing Your Accounts and Passwords

by Maggie Green March 5, 2014 Estate Planning 101

I emphasize to all of my estate planning clients the importance of keeping track of your assets, what they are, where they are located, etc. The reason: a Will or Trust instructs your Personal Representative […]

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ESTATE PLANNING FOR YOUNG ADULTS…REALLY?

by Jamie Held November 27, 2013 Estate Planning 101

If you have a young adult child coming home for the holidays, the Thanksgiving table might serve as a good opportunity to talk with them about estate planning.   While most young adults do not own […]

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The Debt Left Behind by a Spouse

by Jayne Sykora November 4, 2013 Estate Planning 101

As discussed in a previous post, preparing for a death of a spouse can be extremely difficult and nearly unbearable to even think about. However, it is important to understand the financial impacts so that, […]

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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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Uncomfortable Conversations

by Jamie Held July 23, 2013 Estate Planning 101

When speaking with my elderly clients I encourage them to have conversations with their children about their wishes.  Upon the mention of this suggestion, I have witnessed the change in demeanor of many.  I go […]

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Effect of Homicide on an Estate Plan

by Jennifer Santini July 3, 2013 Probate

Every now and again clients ask what happens when someone murders someone for an inheritance. Can the murderer inherit from the victim’s estate? The simple answer is: No. If the potential beneficiary of certain assets […]

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TED Talks: Prepare For A Good End Of Life

by Jennifer Santini June 17, 2013 Estate Planning 101

I recently came across this TED Talk by Judy MacDonald Johnston and thought she did such a great job starting the discussion on end-of-life planning that I had to share it with our readers. The video […]

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Taking the “Maybe’s” and “What If’s” out of life insurance planning…

by Bob Cohen March 25, 2013 Guest Articles

Did you know that well over half (up to 80% according to some sources) of all life insurance policies issued, lapse prior to the insured’s death?  Most policies are designed, purchased, placed and funded with […]

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A Memorialized Profile on Facebook

by Jamie Held February 25, 2013 Estate Planning 101

Grieving through Facebook has been previously discussed on Epilawg (see Jen Santini’s post, Grieving in the Digital Age), but I was again reminded of this topic as the result of a recent Minneapolis Star Tribute […]

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How a Guardianship for a Minor Works

by Jayne Sykora December 7, 2012 Estate Planning 101

We have had many posts related to choosing guardians for your children should something happen to both parents before their children reach the age of majority: Appointing a Guardian for Minor Children, How to Choose […]

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