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Finances

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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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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Hello, My Name Is…

by Jennifer Santini May 28, 2014 Estate Planning 101

I spent the Memorial Day weekend out of town for a wedding and was joking with some of the other guests that the bride (who is my stepsister) will most likely hire someone to assist […]

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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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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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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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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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Spendthrift Trusts: Sometimes it’s What You Don’t Give That Matters Most

by Philip J. Ruce June 5, 2013 Guest Articles

Nowhere are you more generous than with your family.  Whether you are saving for your children’s education, helping with the purchase of a first car, or helping to plan a wedding, your family is first […]

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What To Do & Ask When Seeking A Professional Advisor

by Jennifer 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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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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Mom, Dad, are your financial affairs in order?

by Jamie Held July 13, 2012 Estate Planning 101

While speaking to clients regarding their estate plan, the topic of conversation often shifts to … “I wonder if my parents have done any planning?” As we get further into the discussion of expenses – […]

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