We have compiled a variety of questions that we regularly get from estate, special needs planning, asset protection and business clients in the Minneapolis area. Our answers are included with each question and we hope that you find value in the information we have provided.
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Should I Convert My IRA to a Roth?
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What Is a Standalone Retirement Protection Trust (SRPT)?
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Do I Need a Trust to Leave My IRA to My Children?
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Are Inherited IRAs Protected from Creditors? Clark v. Rameker Explained
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What Is the SECURE Act and How Does It Affect Your IRA?
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What happens if my parent has no power of attorney and loses capacity?
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How Much Does Probate Cost in Florida — And How Do You Avoid It?
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Can a Person With Dementia Sign a Power of Attorney?
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Does Minnesota Have an Estate Tax?
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Do I Need to Update My Estate Planning Documents When My Daughter Changes Her Last Name?
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Do I Need to Update My Trust When I Move to a New Home?
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Do I Need a Will in Each State Where I Own Property? The Multi-State Estate Planning Truth
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When Does the Reading of the Will Happen? The Surprising Truth That Could Save Your Family Thousands
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How Much Can I Gift in 2025?
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Do I Lose the Basis Adjustment on My Home (and Other Assets) If I Put Them In a Trust?
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Do I Lose Homestead Status If I Put My Home In a Trust?
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What Is a Transfer on Death Deed?
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What Are the Differences Between a Will and a Living Will?
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What are the Disadvantages of Putting My Home in a Trust?
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What Is a Pour-Over Will? A Comprehensive Guide for Savvy Families