Like our financial circumstances, our life circumstances can change, too. Our opinions and concerns about our loved ones, and our priorities in caring for them may change dramatically, becoming out-dated, as our life circumstances shift. Those who have thought about…
Confusion and misunderstandings abound when thinking about legal documentation like a Will. People often ask: Do I need a Will? What if I die without one? What is Probate and shouldn’t I try to avoid it? What kind of…
Although the probate process has its advantages, many people try to avoid probate time and expense. A Transfer-On-Death Deed (TODD) in Minnesota creates a “beneficiary” for your real estate. It functions like naming a beneficiary on your insurance policy. Similarly,…
Estate Planning: “When It Comes to Selecting Agents and Representatives, More Isn’t Always Better.” When there is more than one obvious choice for Personal Representative (of your Will), Agent (for your Health Care Directive), or Attorney-in-Fact (for Power of Attorney),…
Estate Planning: “It’s Never Too Early, But It May Be Too Late To Write A Will” “Any person 18 or more years of age who is of sound mind may make a will.” (Minn. Stat. 524.2-501). Most people don’t think…
I listened to a short interview with Adrienne Mitchell interviewing Patricia Stalzer, regional director of trust services for B-Mo Private Bank on Money Markets and More – http://www.marketwatch.com/podcast/player/audiopopup/5C5447C8-368D-49F5-A41A-01814EAE6653 (August 20, 2013, 3:33pm EDT) “Are your digital Assets part of your…
As I mentioned in Part 1, TSA’s both define your relationship with the service provider/host and determine which tools you will use to assist your agent with accessing, distributing, and/or deleting your digital assets. So, review them – each…
Could This Be Your Family…..? George, who passed away suddenly at 63, left behind his wife Ellen and his daughter, Gina, and two grandkids. George and Ellen had updated their wills after Gina married and their grandchildren were born….