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Coach Dean Smith

by Jamie Held April 30, 2015 In the News

Men’s college basketball coaching legend, Dean Smith, passed away on February 7, 2015. Coach Smith utilized a revocable trust in his estate plan. He included a unique bequest.

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Unintended Consequences of Disinheriting Children

by Jennifer Santini March 5, 2015 Estate Planning 101

One thing I learned quickly after becoming an estate planning attorney is that there are often times when my clients’ wishes are not the same as what I would do in their particular situation. For […]

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In the News: Facebook’s Legacy Contact

by Jennifer Santini February 16, 2015 Estate Planning 101

Last week, Facebook announced that users of the social media website could designate a “legacy contact,” who would be able to control and manage the user’s Facebook page once the user passed away. The legacy […]

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To Amend or Just Start Over?

by Jennifer Santini February 3, 2015 Estate Planning 101

If you have a current estate plan, as you know, we recommend that you review it on a regular basis. If there are changes that need to be made, it can be done through an […]

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Privacy and your estate plan

by Maggie Green January 19, 2015 Estate Planning 101

The British government announced recently that 4 million historical wills have been digitized and are now available for download by the public. As in the United States, these documents were previously available by traveling to […]

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Is Your Estate Plan Too Specific?

by Jennifer Santini November 12, 2014 Estate Planning 101

Estate planners do encourage clients to be specific with their various bequests within their estate plan. When describing gifts of both real and tangible personal property or defining beneficiaries, we want the assets and individuals […]

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Cabin LLCs: The Basics

by Jayne Sykora September 25, 2014 Business

For many, cabins provide an opportunity to get away from it all, to spend time with family and friends (maybe beside a body of water) and decompress from daily life. Unfortunately, cabins can also cause […]

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Supreme Court Rules on Inherited IRAs

by Jamie Held July 17, 2014 Estate Planning 101

On June 12, 2014, the U.S. Supreme Court ruled on a divisive bankruptcy and estate planning case.  At issue was whether an individual retirement account (“IRA”) that a debtor inherited was exempt from the debtor’s […]

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The Constant Fear of “Rejection” When Drafting Real Estate Deeds

by Kim Prchal June 25, 2014 Estate Planning 101

When drafting real estate deeds (even though the Minnesota Uniform Conveyancing Blanks forms look relatively simple) there are several statutory-specific rules that inevitably lead to the return of your deed with a “rejection letter” from […]

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Estate Planning Myth #10: All Top Ten Lists have Ten Items

by Erika Stein Rosenhagen May 14, 2014 Estate Planning 101

While there are plenty of other myths I could include in this post, one overarching theme seems to be prevalent throughout: uniqueness. While it may seem like a given estate planning situation is vanilla, working […]

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Estate Planning Myth #8: Prenuptial Agreements aren’t estate planning

by Erika Stein Rosenhagen May 6, 2014 Estate Planning 101

Why on earth is she talking about prenups in an estate planning blog?! Well, estate planning and ante-nuptial agreements go hand in hand, especially in second marriages and legacy planning. The prenup sets the minimum […]

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