CALL US: 651-631-0616

Estate Planning Lite: College-aged Children Need a Basic Estate Plan

If your son or daughter are currently in college, encourage them to consider a setting up a basic estate plan so that you understand what their wishes are at this stage of his or her life. Let’s take a closer look at three such documents: Advance Health Care Directive. With…

Have you Made your Burial Wishes Clear?

It may be difficult to consider, but funeral arrangements are a critical component of your estate plan. Failure to clearly communicate your wishes regarding the disposition of your remains can lead to tension, disputes and even litigation among your family members during what is already a difficult time. Address these…

21st Century Estate Planning for Digital Assets

Even though you can’t physically touch digital assets, they’re just as important to include in your estate plan as your material assets. Digital assets may include online bank and brokerage accounts, digital photo galleries, and even email and social media accounts. If you die without addressing these assets in your…

4 Estate Planning Techniques for Blended Families

Today, it’s not unusual for a family to include children from prior marriages. These “blended” families can create estate planning complications that may lead to challenges in the courts after your death. Fortunately, you can reduce the chances of family squabbles by using estate planning techniques designed to preserve wealth…

5 Estate Planning Tips for the Sandwich Generation

The “sandwich generation” accounts for a large segment of the population. These are people who find themselves caring for both their children and their parents at the same time. In some cases, this includes providing parents with financial support. As a result, estate planning — which traditionally focuses on providing…