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Category Archives: Estate Planning
2012 Year End Estate Planning Ideas
Christopher Burns, estate planning attorney with Henson& Efron PA, sent me the following letter regarding year end estate planning ideas. I think the letter does a nice job of laying out the opportunities. He was kind enough to let me share the … Continue reading
End of Life and Post Death Checklist
When a loved one passes away, a lot of times the family isn’t really sure where to begin. Christopher Burns created the attached checklist that I think is a great tool to help the family. He was kind enough … Continue reading
Posted in Estate Planning
Tagged Atul Gawande, Betting in poker, Checklist, Chris Burns (politician), Christopher Burns, Estate planning, Estate Planning and Probate, Law, Lawyers and Law Firms, Minneapolis, Services, The Checklist Manifesto: How to Get Things Right, Time management, United States
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Letter Of Instruction
Link to Sample Letter (PDF) – Click Here Link to Sample Letter (Word) – Click Here In the last few months, creating a letter of instruction as come up as a meeting topic a number of times. I have received … Continue reading
Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
The Tax Relief Act was implemented in late 2010. On the surface, it would appear that the need for estate planning was reduced due to the higher estate and gift tax exemptions. However, Minnesota did not make any changes to … Continue reading
