Finally, a Motor Vehicle TOD

Although it is perhaps against my interest as a probate practitioner, I was happy to hear the Minnesota Legislature had finally passed a Transfer on Death provision for all motor vehicles. Read More...

Free--Your Ethical Will Template

The best plan is a motivated plan. I like Simon Sinek’s way of putting it: “Start with Why.” So much clarity is available when you’ve started with why. In estate planning, when a client knows, “my #1 goal is ___,” it simplifies both the process and, often, the final product. But many clients can’t finish that sentence. Read More...