Are You Setting Your Healthcare Agent Up to Succeed? At Wagner Oehler, we often remind clients that a well-drafted estate plan is only as strong as the people and information behind it. One of the most important but often overlooked pieces of that pl…
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The First 30 Days After a Farmer Dies: What Minnesota Farm Families Need to Know When a farmer dies, the estate plan shifts from preparation to administration. The documents are signed. The intentions are clear. But now the practical questions begin:…
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Wondering Whether You Need to Update Your Estate Plan? You Do. Here Is Why. Since creating your estate plan, have you thought about updating it? If you are like most people, probably not. However, the carefully thought-out plan you created years ago…
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The True Cost of Inheriting a Home (Part 2) Who Pays the Bills? Managing Home Costs During the Transition A home is the single largest expense most people will ever undertake—whether they buy it themselves or inherit it from someone else. While und…
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The True Cost of Inheriting a Home (Part 1) The Hidden Financial Realities of Homeownership The largest generational transfer of wealth in U.S. history is underway. Over the next few decades, baby boomers are expected to pass down more than $84 trill…
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How to Make Your Inheritance Last Receiving an inheritance, whether large or small, often comes with a wide range of emotions, from the grief of losing a loved one to the hope and excitement about the possibilities the inheritance may create. Accordi…
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What to Do After a Loved One Dies: A Guide and Checklist Introduction If you’ve been named executor/personal representative (Minnesota’s term) or successor trustee, you’re now responsible for securing property, collecting documents, notifying a…
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When “Joint” Isn’t Joint Enough—Property Titles & Ownership Surprises Introduction You might think owning something “together” means exactly that—you and your spouse, sibling, or business partner share equal ownership and contro…
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Part 2: When “Ours” Isn’t Legally Yours—Bank Accounts & Co-Ownership Confusion Introduction When a loved one dies, grief is hard enough. But for many Minnesota spouses and family members, that grief is compounded by an unexpected—and of…
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In this 3-part series, we will explore what happens when you think you own something, but it turns out you don’t. Part 1: You Call It Home—But Do You Legally Own It? You’ve lived in the house for years. You’ve paid the taxes, repaired the…
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