Drafting with (MN) Probate in Mind, Part II

Many of us will die with real estate in our names, though it is often an integral part of a smart estate plan to choose a way to avoid that circumstance. When a person will die holding title to an interest in real estate, how should it be handled in the drafting of the will? Read More...

Drafting with (MN) Probate in Mind, Part I

Financial accounts can be given away by will, even trumping an existing “pay on death” designation, if the devise is properly drafted. The account must be specifically referenced, such as by naming the institution holding the account, and giving the account number or a part of it, inside the will. But there are two significant drawbacks to this approach to passing on financial accounts. Read More...

Think Now, Think Hands-On When “Helping the Grandkids”

I don’t tell my clients what to do. I clarify goals, I describe options for meeting those goals, and I explain the consequences of each route toward the target. Let me describe for you an often-overlooked option for meeting the common goal of helping one’s grandchildren. Read More...