News & Articles

Who has access to your digital information?

These days, much of the information related to our finances, banking, mortgages, and even health care has migrated from paper to electronic storage. This has caused problems when ‘appointed agents’ need to act on behalf of another person. ‘Appointed agents’ include: those acting under a Power of Attorney, Health Care Agents, Personal Representatives and Trustees of a trust.

It has not been…

Recent Legislative Changes Affecting Minnesota Estate Planning

Recent Law Changes
The Minnesota legislature recently made some very positive changes that relate to estate planning. The changes simplify and even reduce taxation for MN residents dying on or after January 1, 2014.

Gift Tax
The Minnesota Gift Tax has been retroactively repealed. This is wonderful news, since Minnesota had been one of only 2 states…


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