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The Missing Will

by Manish Bhatia January 11, 2016 Beneficiary

The Missing Will Do you know where your original Will is located? You should, and so should your executor. The dilemma of a missing original Will has come up in the death of Melissa Mathison, […]

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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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Excluded Assets for Medical Assistance: Burial Space and Burial Space Items

by Jill Sauber December 10, 2015 Guest Articles

This article focuses on burial spaces, burial space items, and irrevocable insurance-funded burial agreements. There are various types of burial agreements, but only one type of burial agreement is discussed below because of the potential […]

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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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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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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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