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Tag Archives: Estate planning
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
Estate and Financial Planning: Preparation Gives You Control Over When To Exit Your Business
By Thomas W. Lyons Note: This is the second in a series of three articles on preparing for the sale of a business. It is a summary on Mr. Lyons’ popular book, Exit Strategy: Maximizing The Value Of Your Business. … Continue reading
