How Do I Write a Will?
October 28, 2021
Dying without a will can be costly and eliminate your ability to plan or provide for loved ones.
When Should You Update Your Estate Plan?
October 27, 2021
If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
If I Have a Will, Do I Have an Estate Plan?
October 18, 2021
While a will is often part of an estate plan, an estate plan covers much more ground.
When Should You Fund a Trust?
October 14, 2021
For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
Where Do You Score on Estate Planning Checklist?
October 13, 2021
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
What Should I Know about Cryptocurrency and Estate Planning?
September 27, 2021
What Is Cryptocurrency? Why Has It Been So Popular?
Should I Try Do-It-Yourself Estate Planning?
September 23, 2021
Your DIY estate plan might miss important details.
How Does Probate Work?
September 14, 2021
There is a general understanding that every adult should have a last will and testament. However, for most people, exactly how that will is used remains a mystery.
Couple’s Charitable Remainder Trust Helps University Students
September 10, 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.
Has COVID Affected Baby Boomers’ Retirement Plans?
August 25, 2021
The coronavirus pandemic changed nearly every aspect of our lives, including our plans for retirement.