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Estate Planning

Monday, November 28, 2016

What Trump Means for the LGBT Community, Part 3: Get Your Documents In Order

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Minnesota Lawyer Discusses Estate Planning for Married Couples in the Era of Trump.

As noted in my prior posts, the fear of a pending Trump Administration has caused numerous LGBT individuals to call my office asking how to protect themselves and their families.

While, it is unclear what the new administration plans to do regarding LGBT rights, it’s important to plan now to limit any potential stripping of hard-fought rights. I try to be optimistic, but recent appointments have not helped on this point. So, hope for the best and prepare for the worst it is!

When marriage laws passed, many couples decided that marriage was the best estate plan.
Read more . . .


Wednesday, November 16, 2016

What Trump Means for the LGBT Community, Part 1: Don’t Panic But Do Be Proactive

Now that the realization has sunk in that Trump will be the president, I am receiving a lot of inquiries from upset (and panicked) clients asking what they can do to protect themselves.

As a result of the volume of these calls, I am drafting a series of blog posts and will put together a LGBT Survival Guide in the Era of Trump to be posted on my website as well.


Read more . . .


Thursday, September 8, 2016

Do You Need a Will or a Trust?


What’s The Difference Between A Will And A Trust?

 As an estate planning lawyer, I hear this question often – I mean a lot – so want to take a few paragraphs and provide you with a simple explanation of the difference between these two valuable estate planning tools.


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Friday, August 26, 2016

Second Marriage? Prior Children? How to Plan Your Estate With a Blended Family.


A Minnesota Estate Planning Attorney Explains How to Properly Plan for a Blended Family

If you are married for the first time and are working on your estate plan, the decisions about where the assets go can be relatively simple. Most parents in that situation want their entire estate to go to the surviving spouse, and upon the death of the surviving spouse, equally to their children. There may be difficult decisions about care for minor children or who should handle your financial matters, but typically it’s easy to decide where the money and property will go.

However, in today’s society, there are ever-increasing numbers of blended families. There may be children from prior relationships involved, making estate planning more complex.


Read more . . .


Thursday, August 4, 2016

Do You Need a Will?


Is a will really necessary?

It depends. A will is important as the only valid way to handle certain matters after death.


Read more . . .


Thursday, June 16, 2016

How Do I Plan for the Care of My Pet If I Die? Minnesota To Allows Pet Trusts


Minnesota Estate Planning and Probate Lawyer Discusses the New Pet Trust Law Recently Enacted

Minnesota just became the final state to allow people to set up a pet trust for the care of their animals in the event of their death or incapacity.  Previously, people could leave money in their wills for the care of pets, but there was no mechanism to enforce this.

When meeting with my Minnesota estate planning clients, I would have to inform them that, while they could leave $10,000 to their sister to care for their beloved Labradoodle, nothing was in place to prevent the sister from cashing the $10,000 check on the way to the pound to drop off the dog.

That has now changed. Animal trusts provide the much-needed mechanism legally requiring any money in the trust to be spent on the animals for which it was created.
Read more . . .


Thursday, June 9, 2016

Minnesota Probate Law: Intestate Succession Rules for Inheritance

If you die without a will, Minnesota Probate Law provides one for you. In determining how your assets will be distributed, the court will look at the laws for intestate (meaning no Will) succession (priority to get stuff). Read on to learn more about how the court will be required to divvy up your assets.

Read more . . .


Tuesday, April 26, 2016

MN Estate Planning: The Power of Joint Tenancy

Minnesota has two types of real estate ownership where there are multiple owners but only one avoids the lengthy and costly probate process...


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Tuesday, April 12, 2016

Who Really Owns Your Home

I’ve had numerous clients who believed their homes were owned jointly only to discover that only of them was actually listed on the deed. If the person listed on the deed was the one who died, we need to ask the court for help transferring the home to the surviving spouse. Don't let this happen to you.


Read more . . .


Tuesday, April 5, 2016

Estate Planning 101: What Do You Really Need?

Estate planning is much more than having a will. It involves planning for incapacity during life, the transfer of assets at death, and making sure all of the assets pass according to your plan.

Read more . . .


Tuesday, March 8, 2016

If You Die Without a Will, Does Your Spouse Inherit Your Entire Estate?

If you are married and you die without a Last Will and Testament, you may mistakenly believe that your spouse will still inherit your entire estate.  Not so fast.  Who will inherit your estate depends on several different factors.


Read more . . .


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From within Hennepin County Unique Estate Law represents clients throughout Minnesota, including Minneapolis, Edina, Bloomington, St. Louis Park, Minnetonka, Plymouth, Wayzata, Maple Grove, St. Paul, and Brooklyn Park.



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3800 American Blvd., Suite 1500, Bloomington, MN 55431
| Phone: 952-955-7623
333 Washington Avenue North, Minneapolis, MN 55401
| Phone: 952-955-7623
5775 Wayzata Blvd., St. Louis Park, MN 55416
| Phone: 952-955-7623

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