Oakdale MN Estate Planning | In the Lake Elmo Bank Building https://validator.w3.org/feed/docs/rss2.html POA Blog Home Stop procrastinating and get to work on your estate plan Virginia Ryan When should you update your estate plan? Estate Planning Terms You Should Know Should you own assets jointly with an adult child? Complete your Estate Plan by adding Powers of Attorney As a single parent, you need an estate plan that achieves these key objectives Does your college-age child need an estate plan? Probate Proper planning can ease the pain of the probate process Estate Planning Client Testimonials There’s no time like the present to have your will drafted Transferring your vacation home to a family member Your family needs to know how to access your estate planning documents What Happens if You and Your Siblings Inherit Your Parents’ Home? If you’re asked to be an executor, be sure you’re up to the task Annual gift tax exclusion amount increases for 2023 Why choosing the right trustee matters A revocable trust can be a versatile tool in your estate plan Using POD or TOD accounts may result in undesirable results in certain situations Contact Making Will Revisions by Hand is Rarely a Good Idea In certain situations, filing a gift tax return is required or recommended Addressing your Elderly Parents in your Estate Plan in 5 Steps Yes, Your College-Age Child Needs an Estate Plan Take care of a loved one who has special needs with a special needs trust Two estate planning documents working in tandem: A living trust and a pour-over will Year end is gift-giving time: Use the annual gift tax exclusion to the max Comparing inter vivos and testamentary trusts Avoiding probate: How to do it (and why) Portability Minimizes Taxes Owed Single and child-free? Here’s why estate planning is still crucial Beware these 5 estate planning pitfalls Avoid Confusion After Your Death: Have Just One Original Signed Will Real Estate An Estate Planning “Road Map” Can Act as a Catchall for your Final Thoughts In your own words: A letter of instruction complements a will Business owners: Now’s the time to revisit buy-sell agreements Don’t Overlook These Two Essential Estate Planning Strategies Is your Estate Plan up to date Following a Divorce? Is your revocable trust fully funded? A Spendthrift Trust Can Act as a Wealth Preserver Leave a Lasting Legacy with a Family Education Trust Should a Married Couple use a Joint Trust or Separate Trusts? What Does “Probate” Mean? Where should you keep your estate planning documents?