Call Us Now
Email Us Now
How to Plan in a Time of Uncertainty
Aug 17, 2022
There’s a saying in estate planning circles that the only people who pay estate taxes are those ...
Pay Attention to Income Tax when Creating Estate Plans
Aug 15, 2022
In Minnesota, we're the home of Bob Dylan and high taxes. It used to be that everyone expected to pa...
Gifting to Kids? You May Want to Look Upstream.
Aug 02, 2022
Like Bill Murray waking up every morning to another Groundhogs Day, I hear some version of the same ...
Neighbors Help Minneapolis Woman Avoid Eviction
Jul 21, 2022
Linda Taylor purchased a two-bedroom house in Minneapolis in 2004. However, she was forced to sell i...
What’s Involved with Being a Trustee?
Jul 19, 2022
As an avid Twins fan, I had an eye on last weekend's MLB draft. In baseball, like most sports, it's ...
What Does a Blended Family Need to Know about Finances?
Jul 18, 2022
Family finances can be a big issue in any circumstances. It’s even more significant with blended ...
When Should I Revise My Will?
Jul 14, 2022
Just as your life changes, so should your will. You may need to replace a personal representative, u...
How Do Supplemental Needs Trusts Work?
Jul 13, 2022
Parents with disabled children worry about how their offspring will manage when parents are no longe...
What Is a TOD Beneficiary?
Jul 12, 2022
I often refer to the Transfer on Death Designation (sometimes called a Payable on Death or "POD") as...