You can certainly do your estate planning on your own, but it's often not advisable. It's usually considered much better to talk with your family during this process. This is especially true if you have adult children and they're going to be heavily involved. One...
Month: June 2022
Create a quality estate plan (but don’t DIY)
Your estate plan is an important set of documents that help protect you and your loved ones if you are incapacitated or pass away. The estate plan will go over several important factors including: Your will Your beneficiaries Your wishes Guardianships for your...
What you should know about dynasty trusts in Minnesota
You may have heard of dynasty trusts, which are sometimes called bloodline trusts. The purpose of these is to help ensure that family wealth is kept within the “bloodline” as it’s passed from one generation to the next while minimizing estate, transfer and gift taxes...
