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Will

Godparents & Guardians: Two Different Roles

by Jayne Sykora August 22, 2014 Estate Planning 101

I often hear in conversation (and I once believed this too!) that if a minor child has godparents, then the same people will be legal guardians of the child if something happens to the child’s […]

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Robin Williams’ Estate: Subject to California Probate?

by Kim Prchal August 19, 2014 Estate Planning 101

As everyone mourns the death of Robin Williams and reflects on his tremendous talents, we estate planning attorneys can’t help but wonder, did Robin Williams do any estate planning? It is apparent that Robin Williams […]

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Estate Planning Myth #4: Anyone can write a simple will

by Erika Stein Rosenhagen April 16, 2014 Estate Planning 101

This is somewhat correct: I clearly remember reading anomalous cases in law school about concepts like Holographic Wills and whether something as simple as “I leave everything to my wife” is a Will. A gentle […]

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Estate Planning Myth #1: I don’t need a Will – I don’t have kids

by Erika Stein Rosenhagen April 2, 2014 Estate Planning 101

Even if you don’t have a Will, you still do have an estate plan. Without a Will, it’s the state’s version of estate planning that prevails through your state’s intestacy statute. The state’s plan will […]

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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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Forced Heirship

by Jayne Sykora January 29, 2014 Estate Planning 101

Not surprisingly, since most of us here at Epilawg are licensed to practice law only in Minnesota, we generally write about most topics from a Minnesota law point of view. Oftentimes, though, many laws having […]

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Another Estate Planning Lesson from Downton Abbey

by Jayne Sykora January 8, 2014 Estate Planning 101

We’re big fans of Downton Abbey (as is the rest of the world). Previously, we have covered the inheritance lessons learned during the first season of Downtown Abbey. This past Sunday evening, Season 4 premiered […]

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ESTATE PLANNING FOR YOUNG ADULTS…REALLY?

by Jamie Held November 27, 2013 Estate Planning 101

If you have a young adult child coming home for the holidays, the Thanksgiving table might serve as a good opportunity to talk with them about estate planning.   While most young adults do not own […]

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Disclaimer Planning for Non-Tax Purposes

by Emma Maddy November 20, 2013 Estate Planning 101

Jamie Held previously discussed how disclaimer planning can be useful in incorporating flexibility in uncertain tax situations, and Jen Santini discussed how to properly disclaim a bequest under MN and federal law. This post focuses […]

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Estate Planning Tips for the Sandwich Generation

by Erika Stein Rosenhagen November 12, 2013 Estate Planning 101

While long proven to be a delectable meal, a sandwich as applied to the “sandwich generation” is significantly less appealing. For many of us, we are facing a time where our parents and our children […]

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Your Assets Matter

by Jamie Held October 15, 2013 Estate Planning 101

A while back I introduced the topic of Revocable Trust versus a Will.  This post explores the first consideration in making this decision … what type of assets do you own, how are they owned […]

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