Top Three Estate Planning Myths

September 2018

In Karen Schlotthauer‘s view, there are three big estate planning myths. Click below to learn what those are and why they are myths. If you need more information about our Trusts & Estates group, click here.

Celebrity Spotlight: Aretha Franklin Dies Without an Estate Plan

September 2018

Two years after Minnesota’s own Prince Roger Nelson died without a will another celebrity death is shining a spotlight on the importance of planning for your estate. According to CNBC[1], Aretha Franklin died at the age of 76 after battling pancreatic cancer. As the media reported on her many accomplishments they also reported on her… Read more >

Communicating Your Estate Plan to Family

August 2018

Communicating with family regarding your estate plan is very important so there aren’t any surprises down the road. However, this can be a very difficult conversation to have. Head of our Trusts & Estates group, David Ness, provides a few pointers on ways to have this conversation.

Karen Schlotthauer Discusses Rewarding Estate Planning Situations

August 2018

Karen Schlotthauer has great clients! Click below to learn more about how she helped support a client during a difficult time – from both a planning and personal perspective. If you need more information about our Trusts & Estates group, click here.

How Can I Use My IRA for Charitable Purposes?

August 2018

IRAs and other tax-deferred accounts are great assets to leave to charity. But, how can you ensure these assets will go to the charity of your choice? Click the video below to learn more from the head of our Trusts & Estates group, David Ness.