Guardian & Trustee … should they be one in the same

Jamie Held / September 17, 2012
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I often get the question, “should our guardians and trustees be the same people?”  I always give the same answer, “I cannot answer that for you because I do not know the people in your lives, but I can give you some things to consider.”

Financial Checkups

Maura Albrecht / September 12, 2012
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Do you live in the moment or are you always waiting for tomorrow? Do you look forward to the future with excitement or fear? How do you Live?   “According to two doctors (Rowe and Kahn) who co-authored “Successful Aging,” our genetic makeup only accounts for 30% of our ability to achieve longevity. The remaining […]

Mother Teresa

Jennifer Santini / September 5, 2012
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August 26, 1910 – September 5, 1997 Mother Teresa was born Agnes Gonxha Bojaxhiu in Skopje in the Balkans. Mother Teresa pursued her life as a missionary at the age of 18 when she entered into the Institute of the Blessed Virgin Mary. It was in 1937 that Mother Teresa, then Sister Teresa, “…made her […]

ARRESTING MOTION: ESTATE PLANNING FOR ARTISTS

Christi Cottrell / September 4, 2012
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PART VII: WRAPPING UP  “The song is ended (but the melody plays on). “ ~Irving Berlin (composer) & Beda Loehner (lyricist) All good things must come to an end. Hopefully this series has succeeded in helping both artists and their attorneys understand the unique complexities that are often involved in an artist’s estate plan. As […]

Ingrid Bergman

Jennifer Santini / August 29, 2012
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August 29, 1915 – August 29, 1982 Today is one of those rare occasions when it is the anniversary of someone’s death but also the anniversary of their day of birth. It is has been 30 years since Ingrid Bergman passed away on her 67th birthday. Ingrid Bergman was an international film star whose acting […]

Viatical Settlements

Jennifer Santini / August 27, 2012
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The New York Times Magazine recently ran an article on life settlements or viatical settlements. These settlements are the process in which individuals sell their life insurance policies to investors to receive cash now. As the article notes, “Life insurance is designed to benefit the living, a spouse or heirs, not those who perish.” However, […]

2nd Quarter Market Update

J.B. L'Esperance / August 24, 2012
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I’m going to begin this post with a personal tidbit.  I decided to run my first full marathon a few months ago.  After running five half-marathons in past years, I figured this would be rather simple, double my training and double my time. No problem…I thought. Was I ever wrong!  This was the single most […]

Torrens vs. Abstract Property: What’s the Difference?

Jayne Sykora / August 21, 2012
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I have written many posts about various aspects related to real estate: life estates, titling real estate, and transfer on death deeds, to name a few. What each of these topics has in common, besides having to do with real estate, is that how the real estate is classified will dictate how, by whom and where […]

Don’t wait for the holidays – Gift Now!

Maggie Green / August 14, 2012
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Almost every week I receive an email from a tax or financial advisor about how my clients should take advantage of the current gift tax exemption. The exemption of $5.12 million allows an individual to give away just over five million dollars before paying any federal gift tax (side note: MN does not have a […]

Don’t wait for the holidays – Gift Now!

Maggie Green / August 14, 2012
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Almost every week I receive an email from a tax or financial advisor about how my clients should take advantage of the current gift tax exemption. The exemption of $5.12 million allows an individual to give away just over five million dollars before paying any federal gift tax (side note: MN does not have a […]

Creditors’ Claims Basics

Jennifer Santini / August 8, 2012
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One of the purposes of probate is to provide notice of the decedent’s death to creditors so that they can seek payment for any unpaid debts. As Jayne Sykora mentioned in her post, What Happens to Debt at Death, personal representatives are able to identify creditors of the estate through the decedent’s mail and bills. […]

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