Estate Planning & Probate Blog

It’s Never Too Early For An Estate Plan

Spring is in the air and that means the season of weddings has begun. Marriage is such an exciting life event and an extensive amount of planning goes into the big day. But are couples – and their parents – ensuring that…

Estate Planning for Snowbirds Who Have Homes in Multiple States

By Patrick Boley | Estate Planning

Tom Dove and Nancy Turtle married, made their home in Minnesota and raised children. As time went on, they grew tired of the long winters…

Preparing for Adulthood

When a child turns 18 there are some hidden consequences that many parents are unaware of.

Estate Planning for the Blended Family

One thing often overlooked when parents remarry is the importance of updating or creating their estate plans.

The Family Cabin – Will it be a Haven or a Nightmare?

Parents need to make sure they consider all of the issues and potential conflicts that could arise from transferring the cabin.

What is a Revocable Trust?

At its most basic level, a Revocable Trust is an agreement that directs the management of the assets owned by the trust during lifetime, in the event of disability, and upon death. During lifetime, the trust creator (we will…

What is an Irrevocable Trust?

An irrevocable trust is a separate legal entity, with its own tax identification number, set up by the trust creator (Settlor) to hold assets. Once assets are transferred to an Irrevocable trust, they cannot be taken back,…

Living in a Digital World

Digital Assets Need To Be Part of Your Estate Planning

Estate Planning “Living Documents”

When people think of estate planning, they tend to think of Wills and Trusts. However, there are certain documents that everyone should have in place, regardless of estate size. They…

Charitable Planning

Learn about the ways you can give to charity that align both with tax planning and legacy planning goals.

This site uses cookies and other tracking technologies to assist with navigation and your ability to provide feedback, analyze your use of our website, and assist with our promotional and marketing efforts. Read our Privacy Policy for more information.