» Estate Planning

Do You Need an Estate Plan If You’re Not Wealthy? Yes and Here’s Why

Do You Need an Estate Plan If You’re Not Wealthy? Yes and Here’s Why Many people assume estate planning is only for the wealthy. If they do not have millions of dollars in assets, they assume there is nothing to plan for. In reality, estate plann… Read More
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Categories: Estate Planning

Can You Plan Your Own Funeral? Estate Planning Tips for Memorial Wishes, Costs, and Modern Alternatives

Can You Plan Your Own Funeral? Estate Planning Tips for Memorial Wishes, Costs, and Modern Alternatives Quick Answer Yes. Many people choose to plan their funeral or memorial arrangements in advance as part of their estate plan. Planning ahead allows… Read More
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Categories: Estate Planning

How Should You Own Real Estate in Minnesota? A Guide to Homes, Cabins, Rentals, Trusts, and LLCs

How Should You Own Real Estate in Minnesota? A Guide to Homes, Cabins, Rentals, Trusts, and LLCs Real estate is often one of the most valuable assets people own. That may include your primary residence, a family cabin, rental property, farmland, or v… Read More
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The Bank Account Mistake That Can Disrupt a Farm Estate Plan

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… Read More
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Categories: Estate Planning, Farm

The Hidden Gender Gap in Estate Planning—and How to Close It

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… Read More
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Categories: Estate Planning

Retirement Is the Perfect Time to Revisit Your Legacy Plan

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… Read More
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Categories: Estate Planning

Lifestyle Changes in Retirement That Can Impact Your Estate Plan

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… Read More
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Categories: Estate Planning

Retirement Has Changed — Has Your Estate Plan?

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… Read More
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Categories: Estate Planning

The Hidden Burden: What It Really Means to be an Executor, Trustee, or Agent under a Power of Attorney

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… Read More
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Categories: Estate Planning

The First 30 Days After a Farmer Dies: What Minnesota Farm Families Need to Know

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:… Read More
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