An education-focused working relationship is at the core of my interactions with clients. My blog entries try to keep you up-to-date on new developments in estate planning, business law, and special needs planning, as well as other more general information that I hope will be helpful to you. Where possible, I also try to provide video explanations and free reports so you can get a better understanding of the legal issues you may be dealing with.
If you're ready to get started, let's set up a Legal Strategy Session and discuss the best options for you.
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What are Testamentary Trusts?Some clients think a "trust" is a very complex document that is beyond their needs, but in those cases, a testamentary trust can be what they actually need.
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What is Simultaneous Death in an Estate Plan?If you and your spouse were to die at the same time (a simultaneous death), you may not like what happens to your estate if you don't have a will.
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Corporate Resolutions for Your BusinessCorporate resolutions don't get a lot of press, but they are an important "behind the scenes" part of your business.
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What Does an Executor of an Estate Do?If you've been named as the executor (or personal representative) of someone's estate, your first question is probably "What do I do next?"
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Why A Business Succession Plan Can Protect Your Business If You Become IncapacitatedIf your business doesn't have a business succession plan, if you become incapacitated, there may be no path forward for your business.
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Business Succession Planning - Some Issues to ConsiderWhen launching your business, you should also keep the end in mind and consider a business succession plan for when you're no longer with the business.
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Is It Easy to Update My Will?You've spent a lot of time working on your estate plan. But before you know it, things change and it may be time to make updates.
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Is Key Person Insurance Part of Your Business Plan?Key person insurance is an important part of your business planning and if you don't have a policy in place, now is a good time to review it.
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Specific Distributions and their Role in Your Estate PlanSpecific distributions play an important role in personalizing your estate plan so that your legacy is left to the loved ones in the manner you want.
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Estate Planning Lessons from Twin Cities Startup WeekIt was another fun Twin Cities Startup Week and there were plenty of estate planning lessons to learn from meeting with other attendees.
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Make the Most of that Business ConferenceIf you're attending your first business conference, or even if you're an old pro at them, here are some tips to get the most out of the conference.
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Estate Planning for Small Business FoundersIt's Twin Cities Startup Week and one of the most important things you can do for yourself personally is to make sure you've got an estate plan.