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Estate Planning Archives

Are there healthy ways to grieve your loved one's death?

A close family member has recently passed away in Minnesota and you are left gathering the pieces and trying to make sense of everything that has happened. While your loved one took initiative to create and finalize a well-rounded estate plan while he or she was still living, nothing could quite prepare you for the sting of death. Fortunately, there are healthy and productive ways that you can grieve without focusing too readily on the intense emotions you may be feeling. 

Learning the benefits of planning guardianship for your loved one

You are beginning to recognize that your elderly loved one is showing signs of confusion when faced with making important decisions regarding his or her future. You are worried that the lack of focus and understanding may cause him or her to make a choice that could compromise the security and comfort of the future. As such, you are interested in arranging legal guardianship to make it so you have the power to assist in making critical decisions in a timely and responsible manner. At Dunlap & Seeger, we have helped many families in Minnesota to coordinate guardianship of their elderly loved ones.

What are the requirements for a legal will?

When you die, the last thing you want is to leave behind a messy estate for your loved ones. You have probably witnessed or at least heard about someone dying without a will in Minnesota and the headaches it causes for those left behind. To be properly prepared, you at least need to have a legally valid will. According to the Attorney General, there are specific requirements that must be met to make this estate document legally valid and enforceable under state law.

Suggestions that can facilitate the process of creating a will

Many people put off writing a will because they do not see the value in doing it when they are young, raising a family or focused on a career. However, a person's decision to prioritize writing and finalizing a will is actually one of the most responsible and rewarding decisions that can be made. When people in Minnesota are prepared with a legally sound will, they can be confident that their wishes will be honored following their death. 

Using proactive conversation for productive estate planning

For many people in Minnesota, the thought of planning their estate is met with feelings of anxiety and stress. They have heard about writing a will, drafting a long-term care plan, determining beneficiaries and guardians, and coordinating power of attorney assignments. With each new thing they hear, the feelings of being overwhelmed grow and soon, the process is so intimidating, they decide it is unnecessary until a future date. However, taking the initiative to plan and implement a detailed estate plan now, is an incredible benefit for families who desire to reduce the stress, confusion and contention of their loved ones following their death. 

What are the benefits of intra-family loans?

You understand that the IRS limits the amount on the gifts you want to give to family members as you carry out your estate plan in Minnesota. It is important to preserve as much of your wealth as possible, though, and you want to help your children and grandchildren get established now. An intra-family loan may be just the estate planning technique you need.

Pitfalls of printable online will forms

You have taken an inventory of your Minnesota assets, made an agreement with a guardian for your children, and downloaded a will on your computer. As you fill in the blanks, you may be pleased with how easy it all is. However, at Dunlap & Seeger, P.A., we have often seen such documents create more problems than they solve.

What's the best way to split your assets unequally between heirs?

One of your children has a thriving career in Minnesota, but the other is struggling to make ends meet. However, the child with fewer resources frequently spends time with you and is attentive to your needs, and since your spouse died, that attention has made a world of difference. You feel like leaving that child more of your assets is fair. But can you do it in a way that keeps your wishes from being challenged once you are gone and can't defend them?

Reviewing some benefits of spendthrift trusts

There may be a number of options on the table when it comes to setting up an estate plan that will best suit your situation. Some people decide to move ahead with a will, while others create a trust. Moreover, there are many different types of trusts and, for some people, spendthrift trusts are an ideal way to ensure that their assets are passed down to those they love. If you are thinking about setting up a spendthrift trust, it is critical to take a comprehensive look at your individual circumstances and you may want to look over some of the advantages of this type of estate plan.

What considerations should you take when naming a guardian?

You are getting ready to leave on a vacation and your children are staying with grandparents for the week. The thought crosses your mind about who you would want to care for your children if something happened to you and your spouse. When you start thinking about these types of scenarios, it is an optimal time to begin coordinating an estate plan that discusses guardianship of your children in Minnesota. When you come to the part where you need to select a guardian, you can feel confident about your decision by taking some considerations before making a choice. 

Contact Us Today Our lawyers listen carefully to your goals and concerns while helping you obtain the best results possible. Call 507-316-0628 or fill out the form to email our team.

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Dunlap & Seeger, P.A.
30 3rd Street SE
Rochester, MN 55904

Toll Free: 800-636-2689
Phone: 507-316-0628
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