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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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Lessons from the McCourt Divorce Battle

by Jennifer Santini August 8, 2011 Estate Planning 101

Since 2009, Frank and Jamie McCourt have been embattled in one of the messiest, public divorces. The McCourts were like any other couple. They met, fell in love, got married, and had four sons. However, […]

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Appointing a Guardian for Minor Children

by Anna Lima June 5, 2011 Estate Planning 101

Having a baby or adopting a child is a major life event that should cause people to start thinking about estate planning. Most specifically, creating a will to nominate a guardian if something were to happen […]

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Unusual Will Provisions in a Multimillion Dollar Estate

by Jamie Held May 24, 2011 Estate Planning 101

Wellington R. Burt made millions off Michigan’s lumber industry and Minnesota’s iron mines. At one point, Burt ranked among the eight wealthiest men in America. He died on March 2, 1919, leaving an estate estimated, […]

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Teach Your Children Well Part 1: Basic Financial Education

by Eric Simonson March 10, 2011 Guest Articles

Even before your children can count, they already know something about money: it’s what you have to give the ice cream man to get a cone, or put in the slot to ride the rocket […]

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The Battle is Over

by Jamie Held February 16, 2011 Incapacity Planning

Call it coincidence or fate but Al Barnes, the 85-year-old Scandia, Minnesota man at the center of a court battle between his wife and his doctors regarding his treatment, passed away on Monday morning; the […]

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Naming a Guardian

by Jamie Held January 17, 2011 Estate Planning 101

Naming a Guardian for your minor child(ren) is a difficult task. There is no perfect choice because there is no second you.  However, it must be done. The alternate to you naming a Guardian is […]

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Trustee Duties Part 2: Follow the Trust Instrument

by Maggie Green January 2, 2011 Estate Planning 101

The duty to follow the written trust instrument is fundamental to a successful trusteeship. This duty requires a trustee to, “carry out the directions of the testator or the settlor as expressed in the terms […]

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Trustee Duties Part 1: Loyalty and Care

by Maggie Green December 5, 2010 Trusts

Trustees are given certain responsibilities and duties when administering a trust.  These responsibilities can vary depending upon the trust instrument or document, but there are a few duties that apply broadly to all trustees.  This […]

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