Choosing a Personal Representative in Estate Planning Choosing a Personal Representative (sometimes referred to as an executor) for your estate is an important decision that requires careful consideration. This chosen individual plays a vital role…

Estate Planning Process: 7 Steps to Building Your Legacy There are many reasons why people hesitate to start the estate planning process.  One of the most common rationalities is that many of us do not…

Estate Planning Trusts: Which One is Right for Me? Estate planning can be complex and daunting, but it’s crucial to ensure the future security of your assets and loved ones.  One common estate planning tool…

Survivorship Life Insurance: Understanding Its Role in Estate Planning Survivorship life insurance is an important component of estate planning that not everyone is familiar with. While you may understand how traditional life insurance policies work…

Estate Planning: Is It Too Early To Get Started? When it comes to planning for an estate, most people wonder what the best age is to start. The short answer is if you own one…

Minnesota Estate Tax Planning: What You Need to Know While you’re looking at your estate, it’s easy to overlook what you’ll owe the federal and state government. But without proper planning and vigilance, taxes on…

Estate Planning Documents: The 5 Essentials At first, estate planning might seem complex, but complex doesn’t have to mean overwhelming. As we start to untangle what this important process entails, first, look at the five…

The Ultimate Guide to Estate Planning Estate planning is an essential process that everyone should have on their “to-do” list, regardless of age, wealth, or health status. It’s the only way to organize your financial…