Get Your Affairs in Order

Jamie Held / November 9, 2010
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A recent article published by Forbes, entitled “How to Protect Your Spouse Financially After You Are Gone,” provides a great roadmap for organizing your affairs in order to assist grieving loved ones after your death.  See also my past post, entitled “Get Organized,” which provides an outline for creating an “Emergency Binder.” Taking the time […]

Til Death Do Us Part? Effects of Divorce.

Jayne Sykora / November 7, 2010
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It is a fact of life that not every marriage will last until the death of either spouse. Thus, it is important to understand the effects of divorce on inheritance. Commencement of Divorce Proceedings In Minnesota, many believe that simply the commencement of a divorce will revoke any disposition to a soon-to-be-ex-spouse. This is not […]

A TV Drama We Can Love!

Jayne Sykora / November 2, 2010
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When I flip through Entertainment Weekly, I don’t typically see any topics related to estate planning. However, in this past week’s edition, a very short write-up on a new television series caught my eye: The Will: Family Secrets Revealed?! The cable channel, Investigation Discovery, is premiering this eight-week series beginning today, Wednesday, November 3rd at 8pm (CST). […]

2010 Minnesota Vikings, We Hardly Knew Ye

Jamie Held / November 1, 2010
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July 30, 2010 – October 31, 2010 As quickly as a Brett Favre pass sails into the hands of an opposing defensive back, the season of the 2010 Minnesota Vikings ended in Foxborough, MA on October 31, 2010. Questionable coaching, erratic play from its superstars and a bizarre postgame press conference from one of the […]

PRENUPS 101

Jennifer Santini / October 27, 2010
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Prenuptial agreements, also referred to as antenuptial agreements or prenups for short, are agreements entered into before marriage that most often outline the ownership and division of property should a marriage end either by divorce or death of one of the spouses.  Prenups have commonly been associated with the ultra wealthy but that is no […]

Spotlight on Wills for Heroes

Jennifer Santini / October 26, 2010
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This week, October 24 – 30, is the 2010 National Pro Bono Celebration, sponsored by the ABA Standing Committee on Pro Bono and Public Service.  In honor of this celebration, I wanted to take a moment to spotlight a wonderful program that my fellow Epilawgers (Maggie Green, Jamie Held and Jayne Sykora) and I are […]

Estate Tax Update

Jamie Held / October 24, 2010
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  The current year has been and still is a chaotic year in the area of estate planning.  Currently, there is no federal estate tax.  And, what will ultimately happen to the federal estate tax is still unknown. How did we get here? The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) provided […]

The Benefits of Utilizing Corporate Trustees in Your Estate Plan

Adam Cox / October 18, 2010
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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 their family, they should instead view that decision as both loving and prudent. Simply put, when a grantor names a […]

Incorporating Flexibility in Uncertain Times

Jamie Held / October 14, 2010
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As you may or may not know, 2010 has been a tumultuous year in the area of estate planning. Currently, there is no federal estate tax.  And, worse yet, no one knows exactly what the future holds for the federal estate tax.  How do you plan when there is so much uncertainty? Marital Deduction Given […]

A Living Trust: Is it right for you?

Jayne Sykora / October 10, 2010
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So often clients come to us for help with an estate plan, convinced that a living trust is necessary because they have heard that it is the ideal tool to assure avoidance of a ‘dreaded’ probate proceeding. Many believe that probate is expensive, time-consuming and overwhelming. Therefore, a living trust, coupled with a pour-over will, […]

Life Insurance News Flash!

Jamie Held / October 8, 2010
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ALERT:  Life insurance proceeds may be included in a decedent’s gross estate for estate tax purposes. The Impact of Life Insurance Many people underestimate the total value of their estate.  People assume that they do not have enough assets to worry about estate tax planning.   However, most do not realize how their life insurance factors […]

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