Quick Tip: Use of Tangible Personal Property Lists
11/05/2011 - Minnesota Statutes Section 514.2-513 allows people to direct the disposition of specific items of tangible personal property in a writing that is separate from, but referenced in a person's Will. This is a great way to make sure that specific heirlooms are distributed to specific heirs and is ...
Estate Planner's Arsenal: The Pot Trust
10/21/2011 - The "Estate Planner's Arsenal" series highlights specific estate planning tools and their uses. The Situation. The Pot Trust is a useful tool when you have children and it may not be desirable for them to receive their full inheritance immediately upon your death. Generally, upon the first ...
Estate Planning and Divorce in Minnesota
10/20/2011 - During the emotional turmoil accompanying a divorce, one of the last things on your mind is estate planning. However, it is advisable to review your entire estate plan during and after a divorce because the plan will almost certainly require some fine tuning and may no longer be desirable in s...
Estate Planner's Arsenal: Disclaimer Trust
10/18/2011 - The "Estate Planner's Arsenal" series highlights specific estate planning tools and their uses. The Disclaimer Trust is an increasingly popular method for married couples to fully utilize the marital deduction in order to decrease possible estate taxes upon the second spouse's death, thus prese...
Quick Tip: What Do I Do With My Will?
10/05/2011 - You've been proactive, taken stock of your estate planning goals, and created a Will. Hopefully, you've secured some peace of mind. Take the following steps to keep your will safe and keep that peace of mind: Destroy any prior wills, if any, to avoid confusion and conflict later. Put the ...
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