“I don’t need estate planning,”

…people calling my firm sometimes say, “but I’d like you to look at our wills.” They then proceed to list their reasons, saying something like, “A lot of things have changed. I was a CEO; now we’re retired. Our investments have grown and we’ve bought some real estate. We have some different ideas about how to give away our assets when we’re both gone, and we’re concerned about the possibility of leaving behind more than is allowed under Minnesota’s estate tax exclusion limit.” Read More...