Train Today, Protect Tomorrow: The Estate Planning Workout You Didn’t Know You Needed
5 Ways to Ensure Your Plan is Ready in 2025
As we welcome the new year, it’s an ideal time to give your estate plan a thorough checkup. Whether your goal is to protect loved ones, minimize taxes, or preserve your legacy, regular reviews can help you keep pace with life’s changes and ensure your wishes are upheld. Below are five key areas you’ll want...
Navigating Firearms in Your Estate Plans
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] It’s finally fall in Minnesota, and for some of us that means pulling out our hunting gear! November 4th marks the start of the 2023 deer hunting season for many in Minnesota who hunt with firearms. In my family, deer hunting season also traditionally marked the start of...
Estate Planning Basics: Wills or Trusts?
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] During the initial stages of estate planning, one of the early questions you may face could be deciding between a will or a trust. Each person’s situation is unique, and your specific facts will determine the best course of action for you. It’s essential to note that estate...
Difficult Discussions: Consequences of Disinheritance
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] When celebrities disinherit their heirs, it creates some juicy gossip and clickbait. Making this decision for yourself, however, can feel heavy and overwhelming. There are many reasons why you may choose to disinherit a child or relative. Maybe your heir has become financially successful and no longer needs...
The Dangers of DIY Estate Planning
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] In the past 2+ years of pandemic living, many of us got used to doing tasks for ourselves that we never would have considered before. Whether it was homeschooling your children, becoming a seasoned pro at baking sourdough, or giving your dog a haircut, closed businesses and difficult...
Estate Planning with Mental Health Conditions in Mind
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] May is Mental Health Awareness Month and this year, more than ever, it is important to raise awareness and reduce stigma. Mental illness can affect anybody, at any time. Treating a mental health condition is rarely an easy task, and recovery is oftentimes not a straight line. For...
Finding Peace of Mind in Estate Planning
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] There are numerous benefits to estate planning, but one that cannot be discounted is the peace of mind that comes with having an estate plan in place. Regardless of the size of your estate, it is inevitable to question what will happen with your hard earned assets should...
New Year’s Goal: Begin or Update Your Estate Plan
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] It’s a New Year, and for many people that means a time to regroup and reset. It’s a time to reflect on finances, health, habits and goals – and to visualize what you would like to accomplish in the upcoming year. Most common New Year’s goals include improving...
Estate Planning Myths…Debunked!
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Estate planning is crucial to personal financial management, so it is astounding that a majority of Americans do not have an estate plan in place. Why do so many people avoid this important process in planning for their future? The impact of deciding to not create an estate...