Minneapolis, MN Estate Planning Blog Articles

Retirement planning isn’t just about saving for the future—it’s about ensuring that your assets are protected and distributed according to your wishes.

Don't wait for the unexpected or procrastinate when adjusting your will like the late singer, Whitney Houston. Regular updates to your estate plan can protect you and your loved ones from future complications.

Guardianship can provide essential support and protection for adults of all ages. As such, it’s a valuable tool for special needs planning strategies.

Estate planning is a crucial part of proper retirement planning. From consolidating accounts to protecting your home from probate, proper planning ensures financial security and peace of mind. Take control of your future and protect your legacy with a well-structured estate plan.

A revocable trust allows assets correctly transferred into the trust during the grantor's lifetime to bypass probate. This can simplify asset distribution and help preserve privacy.

Revocable living trusts avoid the costs and time associated with the probate process. They’re also private documents, unlike wills filed with courts. They can be more easily amended as circumstances change. However, with a revocable living trust, beneficiaries may not have the needed cash flow at death and the trust will only protect the assets that have been transferred to it.