In my regularly updated blog, I discuss topics such as why everyone needs an estate plan regardless of income, what happens when someone passes away without a plan in place, what common mistakes people make, and why your plan should be updated regularly. Review these posts to familiarize yourself with the basics of estate planning, then contact me to schedule a complimentary Legal Strategy Session.
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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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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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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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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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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.
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How Do My Assets Get Transferred When I Die?Creating an estate plan is more than just writing up a will. There are other ways that your assets can get transferred when you die.
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How Do I Personalize My Estate Plan?Your estate plan should be personalized to you - not some mail-merged template from a website.
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Do I Need a Will if I'm Not Married?Especially if you are single, the documents in your estate plan are the key to making sure you are protected in case you become sick.
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Have You Checked in on Your Digital Assets?In addition to traditional planning, don't forget to include your digital assets in your estate plan.
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Guest Post: How to Ensure Long-Term Care for Your Golden YearsLong-Term Care Planning should be on your mind as you put together your estate plan documents. Do you have a goal/plan for how to pay for LTC?