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Finances

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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Economic Update

by J.B. L'Esperance May 9, 2012 Guest Articles

Our good fortune has continued with expanded growth in the markets.  This is typical of an election year and if history is any indication, there should be more of this to come.  The Dow Jones […]

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What Happens To Debt At Death?

by Jayne Sykora March 1, 2011 Estate Planning 101

Since I am an estate planning attorney, clients, family, friends, and even strangers, often ask about what happens to any debt they may have at their deaths. Most often, people are concerned about whether loved […]

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The Benefits of Utilizing Corporate Trustees in Your Estate Plan

by Adam Cox October 18, 2010 Estate Planning 101

Selection of the appropriate trustee is often an emotional decision. While many grantors may feel that naming someone outside the family to act as trustee may be seen as a “vote of no confidence” for […]

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