Estate planning, elder law, family transitions, business planning – the legal issues that affect your family are always evolving. Jennifer writes regularly to keep you informed, educated, and empowered. Browse the latest articles below, or search by topic to find what you’re looking for.
Dealing with outstanding financial affairs after the loss of a loved one can be extremely difficult. Our Minnesota probate attorney often hear from clients who would rather do anything else than think about money after their loved one’s passing. Unfortunately, death comes with expenses, and even a modest funeral and burial can cost many thousands...
Probate in Minnesota is a process in which a court decides whether a will is valid or not. It’s also legally required in most cases for the management and distribution of a decedent’s assets with or without a will. This definition suggests that if you skip probate, there’s no way to legally transfer those assets. Yet, we still receive calls from local...
The executor of an estate plays a crucial role in managing and distributing a person's assets after they pass away. But what happens when the executor is making mistakes or failing in their duties of estate administration in Minnesota? It's a delicate and stressful situation, but one that can be addressed legally and ethically. Here's a guide from our...
Federal estate tax law includes a provision called portability. This provision only applies to married couples. It allows the surviving spouse to use any part of their deceased spouse’s unused estate and gift tax exemption. Including portability in an estate plan protects the surviving spouse from significant estate tax bills if the deceased spouse’s...
Even if someone has a will in place, it’s still quite likely that his or her estate will need to be overseen by a good probate attorney in Minnesota. These professionals understand the incredibly complex process that goes along with closing out someone’s estate after he or she has passed away. Those who have worked with an estate planning lawyer...
Inheriting any assets from someone’s estate could benefit a person financially. However, it can also create some challenges. Cash and stock inheritances come with various advantages and disadvantages. Although they provide the funds someone might need to pay necessary expenses or grow their portfolio, some complications could arise. When you’re inheriting...
If you’ve ever lost a loved one, chances are you’ve had a few run-ins with the probate court. The goal of the probate process is to help the family of the deceased administer their estate and close out their final affairs after death. If he or she has a will, probate is a time when the courts check to ensure it is valid so that property can be distributed...
Have you ever wondered what is the worst that can happen if you become incapacitated or pass away without an estate plan in place? If you have, you’re not alone. This is actually a common question our clients ask us, especially from those in close-knit families who believe that their kids (or other loved ones), can just automatically step in and peacefully...
If you have suffered the loss of your life partner, my heart goes out to you: few things in this world are quite as devastating. As a Minnesota probate lawyer, I know grief can debilitate, and the ‘to-do’ list in the immediate aftermath can seem impossible to manage. Please understand: you need to give yourself a recovery period after the passing of...
When done properly, an estate plan affords peace of mind to those creating it and leaves behind a legacy for their descendants. But, sometimes estate planning can go awry – and it’s usually due to eccentricities held by either the creators of the estate plan, the beneficiaries, or both. To give a good idea of how such planning can go wrong, our Minnesota...
If you are serving as the Personal Representative or executor of someone’s will, one of the most important tasks you will need to do is to complete an inventory of the decedent’s estate. This could feel like an overwhelming process, especially if the deceased person had a lot of assets. However, knowing more about the process you are about to embark on can...
Losing someone you love is one of the most emotionally challenging experiences a person can have. Even if the person was older, such as an elderly parent or grandparent, the event can still come as a shock. Even so, there are always necessary steps to take to ensure that your loved one’s financial situation does not bring additional complications into the...