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What You Can Learn from the Leno Conservatorship Proceedings

What You Can Learn from the Leno Conservatorship Proceedings When most people think about creating an estate plan, they usually focus on what will happen when they die. They typically do not consider what their wishes would be if they were alive but… Read More
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Estate Planning for Expatriates

Estate Planning for Expatriates The United States hosts the highest number of immigrants in the world, but increasingly, Americans are considering relocating permanently to another country. A large percentage of wealthy Americans are also interested… Read More
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What to Do When a Disability Throws Your Estate Plan into Chaos

What to Do When a Disability Throws Your Estate Plan into Chaos As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency in… Read More
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SECURE Act 2.0: A New Chapter in Retirement Savings

SECURE ACT 2.0: A New Chapter in Retirement Savings The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0, signed into law on December 29, 2022, builds on the original SECURE Act of 2019 and introduces significant changes aimed a… Read More
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Beware of Nonlawyers Acting Like Lawyers

Beware of Nonlawyers Acting Like Lawyers When people think about creating an estate plan, they may think it just involves getting a set of forms that convey their wishes regarding their finances, health, and what will happen to their stuff when they… Read More
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Minnesota’s Earned Sick and Safe Time (ESST) – New Law, New Requirements

Minnesota’s Earned Sick and Safe Time (ESST) – New Law, New Requirements Minnesota’s Earned Sick and Safe Time (ESST) law went into effect on January 1, 2024. This new law requires employers to provide paid leave to employees who work i… Read More
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Estate Planning in Tim Burton's Sleepy Hollow: A Spooky Tale of Inheritance and Legacy

Tim Burton’s 1999 film, Sleepy Hollow starring Johnny Depp, is one of my favorites to watch this time of year. It is a dark and captivating film with Burton’s eerie style and gothic visuals. One of the other reasons I really enjoy this movie is b… Read More
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Nine Ways Your Estate Plan Could Breed Conflict

Friction between family members can escalate during a scorching summer heatwave. Likewise, a flawed estate plan has the potential to breed conflict, mistrust, and financial turmoil among your beneficiaries in several ways. Lack of a plan. If you fail… Read More
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Four Important Considerations If You Win the Lottery

On February 14, 2023, California state lottery officials named the winner of the largest lottery prize in United States history: Edwin Castro won an eye-popping $2.04 billion in a November 2022 lottery drawing, choosing a lump sum payment of $997.6 m… Read More
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Passing the Torch: Baby Boomers' $53 Billion Wealth Transfer and the Importance of a Solid Estate Plan

Introduction The Baby Boomer generation, born between 1946 and 1964, has long been known for their significant impact on society and the economy. As this generation gracefully ages, they are now preparing to pass the torch to the next generation in m… Read More
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