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…

Protect Your Family’s Inheritance: How to Avoid Probate Probate can be a lengthy and costly process, causing unnecessary stress and complications for your family after your passing. Fortunately, there are steps you can take to…

Probate Hearing: How to Prepare Probate hearings help ensure that the final wishes of individuals are respected and their assets are distributed fairly following a recent passing. This guide will outline what you can expect…

Probate Petition 101 & How to Avoid Common Mistakes When a person passes away—and their assets must be distributed—a probate petition must be filed with the court. This document ensures that the allocation of the…

Probate vs. Trust Administration: Understanding the Differences Are you unsure about the differences between probate and trust administration? You’re not alone. Many people feel confused about these two processes since each involves the transfer of…