Credit Report Accuracy: Why It Matters

Areti Georgopoulos / August 21, 2013
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Good credit is the gateway to economic opportunity. Just ask Julie Miller of Marion County, Oregon. After being denied a line of credit at a bank, she discovered that her credit report contained errors. They included an inaccurate Social Security number, an inaccurate birth date, and 38 collection accounts that were not hers. She was […]

Funding Long-Term Care Insurance with a 1035 Exchange

Mike Westling / August 19, 2013
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Many people assume they cannot afford long-term care insurance to protect themselves and their families from the financial, emotional and physical sacrifices needed to provide long-term care for a loved one. However, long-term care premiums are a reasonably small expense when compared to paying for care out of pocket, as these costs can run as […]

Elvis Presley

Jennifer Santini / August 16, 2013
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January 8, 1935 – August 16, 1977 Today is the 36th anniversary of Elvis Presley’s death. Presley died at the young age of 42 at his home in Memphis, TN. However, even in death, Presley’s work, image and legacy have a strong earning power. In 2011, Forbes listed Presley as the No. 2 Top-Earning Dead Celebrity, […]

Revoking a Will

Jennifer Santini / August 7, 2013
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In Jayne Sykora’s article, Holographic Wills, she outlines the requirements for a valid Will. But what if you want to revoke your current Will? A testator can revoke a Will either in writing or by an act that expresses the intent to revoke the Will. Writing A written revocation of a Will usually occurs when […]

I Need a Revocable Trust … Right?

Jamie Held / August 5, 2013
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This statement (turned inquiry) may or may not be true.  It depends on a variety of factors and client goals.  Deciding whether to use a will or a revocable trust (a.k.a. living trust or revocable living trust) as one’s primary estate planning document is a question to be discussed with an estate planning attorney.  The […]

Special Administrators

Jayne Sykora / August 1, 2013
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When probate is necessary in order to administer a decedent’s estate, a Personal Representative must be appointed by a probate court. Personal Representatives and their duties, among other related topics, have been discussed often here at Epilawg, like: handling creditors’ claims, figuring out real property, and utilizing death certificates. In Minnesota, Personal Representatives can be […]

Avoiding Power of Attorney Abuse

Maggie Green / July 26, 2013
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In a previous post I spelled out the basics of the changes made to Minnesota’s Statutory Short Form Power of Attorney that will take effect January 1, 2014. As I mentioned, many of these changes were made to address the potential for abuse. Indeed, a Power of Attorney document gives broad and sweeping powers to […]

Uncomfortable Conversations

Jamie Held / July 23, 2013
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When speaking with my elderly clients I encourage them to have conversations with their children about their wishes.  Upon the mention of this suggestion, I have witnessed the change in demeanor of many.  I go on to explain what their children will need and how the administration of their estate will proceed.  We discuss how […]

Bruce Lee

Jennifer Santini / July 20, 2013
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November 27, 1940 – July 20, 1973 In March we wrote about the untimely death of Brandon Lee on the 20th anniversary of his death. Well, today is the 40th anniversary of his father’s death, legendary martial artist and film star, Bruce Lee. Bruce Lee was born in San Francisco but was raised in Hong […]

Cleveland Browns Fan’s Dying Wish…

Steve Held / July 17, 2013
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Many people will take their allegiance to their favorite professional or college sports team to the grave with them.  Some have memorabilia put into the coffin; others are buried in their favorite jersey.  Scott Entsminger of Mansfield, OH took it one step further.

Death Certificates

Jayne Sykora / July 15, 2013
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When you die, there are a lot of possibilities as to how your estate might be administered: Will you have a Will? A trust? Will there be a probate? Or will all your assets pass by beneficiary designation? Regardless all of these options, one thing is for certain: a death certificate will be issued and […]

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