August 29, 2019

Not infrequently, clients inquire about situations that

present special needs planning scenarios.

There are a number of different fact patterns that require planning to ensure benefits received by a loved one are not whisked away when they receive their inheritance.

The...

Clients regularly ask what the difference is between a revocable and an irrevocable trust.  By definition, an irrevocable trust cannot be amended, modified, changed, revoked, or terminated. Prior to 2016, Minnesota law did not provide guidance to probate courts for mod...

Our home address is:  ______________________________________________

Our Children
 

Child:________________________________________________________________

Date of birth:________________________________________________________

Child:_________________________________________...

What many parents don’t realize is that if something happens to them preventing them from caring for their children, in most cases, children are not placed with a loved one to comfort them in a familiar place.

The problem is that although many parents express verbally t...

In this brief article, I’ll discuss passing intangible assets through Estate Planning.

In addition to monetary wealth, Minnesotans should consider utilizing a trust to pass along human and intellectual wealth.  These are the intangibles.  Estate Planning shouldn’t be on...

Surely you know the importance of naming temporary and permanent guardians and giving them the legal authority to act through a trust.  In this article we’ll address a regular objection I hear.  “Lisa, I don’t have a pot to pee in.  Why would I need to do Estate Planni...