Blog

We’ve previously discussed planning for long-term care in a nursing home. This post will focus on planning for long-term care when assisted living or community-based services are required. Elderly Waiver (“EW”) is a federal Medicaid waiver prog… Read More

When beginning to prepare your estate plan, it’s important to consider how much control you want to have over your beneficiaries. While an estate plan can be a great way to leave your legacy, you can also use it to influence the decisions of th… Read More

It’s that time of year again. Summer vacation is winding down, the kids are going back to school, extra-curricular activities are ramping up, the weather is (finally) cooling off, and the leaves are beginning to change. We recommend reviewing your… Read More

Minnesota law provides that if the value of the entire probate estate, determined as of the date of death, wherever located, including any contents of a safe deposit box, less liens and encumbrances, is less than $75,000, then interested persons (as… Read More

The Minnesota ABLE (Achieving a Better Life Experience) Act was passed in 2015. The ABLE Act allows individuals disabled prior to age 26 to create tax-deferred savings and investment accounts. In order to be eligible for an ABLE account, a person mus… Read More

We are featured in this week’s edition of the Post-Bulletin/507 Magazine’s “2019 Best of Rochester” profile series. You can read it here. Read More

The SECURE Act, which recently passed with nearly unanimous support in the House, is now stalled in the Senate. Reportedly, there are a couple senators withholding support at this time. The Senate was hoping to pass the bill with unanimous support. I… Read More

A Minnesota transfer-on-death deed (a “TODD”) is type of deed that transfers ownership of real estate effective only upon the grantor’s death. Think of a transfer-on-death deed as analogous to adding a beneficiary designation to your real estat… Read More