Estate Plan

In re Stisser Grantor Trust & the Implications for Revocable Trust Language

by Emma Maddy April 16, 2013 Estate Planning 101

Statutory Presumptions Minnesota statutes provide a set of default interpretations for some of the language used in Minnesota wills.1 Unless a will includes language to the contrary, these statutes provide interpretations for things such as what [...]

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What To Do & Ask When Seeking A Professional Advisor

by Jen Santini March 19, 2013 Estate Planning 101

Anytime you are looking to hire a professional advisor (which for purposes of this article shall include, but is not limited to, a financial advisor, attorney, insurance agent, banker and/or accountant), you should do some [...]

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Much Ado About Nothing?

by Erika Stein Rosenhagen February 4, 2013 Estate Planning 101

Last week, I was lucky enough to see the cliff up close. Not the fiscal cliff that kept us all riveted (or not) for the month of December, but a beautiful snow covered cliff. And [...]

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Do I Still Need An Estate Plan?

by Jen Santini January 23, 2013 Estate Planning 101

Some people continue to ask why they need an estate plan, especially since Congress passed the American Taxpayer Relief Act, which made the $5 million federal estate tax exemption permanent. The question is often, “If [...]

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The handy dandy super easy estate planning checklist

by Maggie Green January 17, 2013 Estate Planning 101

Make this your new year’s resolution.  Or don’t.  Either way, these six things should give you peace of mind that your family and friends will not struggle through the probate process. 1. Make a list of [...]

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Communicating End of Life Wishes

by Jayne Sykora January 15, 2013 Estate Planning 101

Last week, The New York Times ran a piece called “Help for Planning End of Life Care.” The blog post, by Paula Span, discusses a new website called Prepare, which is to help people prepare [...]

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Minnesota Estate Tax Changes May Be on the Horizon

by Jamie Held December 26, 2012 Estate Planning 101

The Minnesota Department of Revenue (“DOR”) is preparing a report that analyzes Minnesota’s current estate tax laws. The report will provide the Legislature with options to consider for changes to or elimination of the estate [...]

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Digital assets and your fiduciaries

by Maggie Green October 19, 2012 Estate Planning 101

Here on Epilawg, we already have great articles about the estate planning for social media accounts and the importance of having an estate plan that addresses ownership of digital art. This article will address the importance of giving fiduciaries [...]

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The “Power of Attorney” in Real Life

by Maggie Green September 25, 2012 Estate Planning 101

Some clients know how important the Power of Attorney document is. They may have acted as attorney-in-fact for a spouse or an elderly relative. Or they may have experienced first hand the challenges created when [...]

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Don’t wait for the holidays – Gift Now!

by Maggie Green August 14, 2012 Estate Planning 101

Almost every week I receive an email from a tax or financial advisor about how my clients should take advantage of the current gift tax exemption. The exemption of $5.12 million allows an individual to [...]

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