Estate Planning Blog

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Mistakes to Avoid in Estate Planning

October 5, 2021
As you’re making your estate plan, you’ll want to carefully consider everything. This means it may take a while to complete your plan. Here are five things to watch out for along the way.
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A Trust May Be Answer to Protecting Your Legacy

October 4, 2021
Life is messy sometimes. Divorce, bankruptcies and lawsuits happen. They can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. However, there are many trust options to help keep life from ruining your legacy.
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What Is a Guardianship?

October 3, 2021
Guardianship is a legal action where the court deems an adult an incapacitated person and appoints someone, the guardian, to make decisions about the care and finances of the individual.
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What Is a Power of Attorney?

October 1, 2021
A power of attorney is an important document. It is, nevertheless, frequently disregarded in estate planning. People usually concentrate their efforts on their wills and trusts, naming a power of attorney at the last minute.
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Do You Understand Veterans’ Benefits?

September 30, 2021
It’s important to understand the VA benefits available to you before you separate or retire from military service.
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It Is Wise to Plan Carefully before Taking Out Retirement Funds

September 29, 2021
If you think saving for retirement is complicated, try figuring out how to withdraw retirement funds while minimizing taxes.
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Prepare for Changes in the Tax Laws

September 27, 2021
The House Ways and Means Committee has been working on draft tax legislation for which some taxpayers cannot take a wait & see approach without a significant cost.
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What Should Women Know about Long-Term Care?

September 27, 2021
Women face unique challenges as they age. According to the Population Reference Bureau, a Washington-based think tank, women live about seven years more than men. Living longer means planning for a longer retirement.
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Couple’s Charitable Remainder Trust Helps University Students

September 26, 2021
Minnesota State University, Mankato President Edward Inch announced today that Robert Larson of Leesburg, Florida, has donated $1.4 million to the University in honor of his late wife, Virginia Larson, a Minnesota State Mankato alumna, who taught elementary school for 12 years.
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Do I Need to Update My Estate Plan?

September 26, 2021
Even though it is critical for your assets, family and legacy, estate planning tends to fall to the bottom of people’s to-do lists. What new parent wants to draft a will, while finalizing a nursery paint color?
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