The Bank Account Mistake That Can Disrupt a Farm Estate Plan When farm families sit down to put together an estate plan, most of the focus is on land, equipment, and how the farm will transition to the next generation. That makes sense. Those are the…
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The Hidden Gender Gap in Estate Planning—and How to Close It You have probably heard of the gender pay gap. But there is also another common disparity: the estate planning gender gap. Although the two are interrelated to some extent—earning less…
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Retirement Is the Perfect Time to Revisit Your Legacy Plan Retirement changes your calendar. It changes your routine. And often — quietly and gradually — it changes your priorities. For decades, much of life focused on building: building a career…
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Lifestyle Changes in Retirement That Can Impact Your Estate Plan Retirement today looks very different than it did a generation ago. For many people, it is no longer about slowing down — it is about reinvention. It is about freedom. It is about mak…
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Retirement Has Changed — Has Your Estate Plan? Retirement can mean many different things. For some, it opens a new world of travel and creative pursuits. For others, it means quiet mornings and fewer obligations. But one thing retirement always req…
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The Hidden Burden: What It Really Means to be an Executor, Trustee, or Agent under a Power of Attorney An 80-year-old widower relied on his adult daughter for help with his daily life and finances for more than a decade. During that time, she managed…
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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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Where Should You Keep Your Estate Planning Documents? You’ve signed your estate plan. You’ve got the binder in hand. You walk out of the office feeling accomplished. Now what? One of the most common questions we get from families is: Where should…
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Why Beneficiary Designations Matter More Than Your Will in Farm Estate Planning Beneficiary designations often control more assets than your will or trust. Life insurance, retirement accounts, bank accounts, and transfer-on-death deeds pass by benefi…
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Why Online Wills and AI Estate Planning are Easy to Mess Up Why “Simple” Estate Plans Fail More Often Than People Realize Here is one mistake we see: estate planning is sometimes marketed as something you can “do yourself” in an afternoon. On…
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