Dunlap & Seeger, P.A.
schedule a consultation 507-316-0628
We Know You
We work with local clients and clients throughout the country who are looking to continue to build a sense of community in Rochester.

Posts tagged "Estate Planning"

The new year can be a catalyst for estate planning, updates

Creating an estate plan can be a prudent resolution to make in the new year. Even if Minnesota residents have already created a plan, they can resolve to review and update those plans as needed. Estate planning can certainly be helpful, but the information is the most helpful when it is up to date.

Starting small may be a good first step for estate planning

Getting any type of important affairs in order can be tricky. When Minnesota residents are trying to figure out where to start when it comes to estate planning, they may feel overwhelmed by the amount of information they may need to organize. Fortunately, an estate plan can start small and turn into a more comprehensive plan.

Estate planning is not just for after-death matters

When carrying out almost any action in life, there is room for mistakes. The same goes for estate planning, which can be a very involved process. Some Minnesota residents may think that they have created a plan that will be beneficial for themselves and their families, but too many make mistakes during this process.

Trusts can help achieve estate planning objectives

Finding the right way to plan for the future is not always easy. Fortunately, Minnesota residents who are interested in estate planning can find the best options that fit their particular needs. Various planning tools exist for specific purposes, and some parties may find that trusts could suit their needs.

Using estate planning to disinherit family members

When they think of their end-of-life wishes, many Minnesota residents may think of whom they want to leave assets to. However, some of them may also think about who they do not want to receive anything. Family relationships are not always loving or healthy, and as a result, some individuals may be interested in ways to disinherit family members as they go through the estate planning process.

During estate planning, some may choose an unbiased executor

Making decisions that can have a significant impact on loved ones is not always easy. When Minnesota residents are estate planning, they may worry that they will choose the wrong person to act as the executor. In some cases, the potential for family conflict over who was named could be a deciding factor.

Estate planning can help address future business matters

Many Minnesota residents achieve their dreams of starting their own businesses. This accomplishment is one that can follow them throughout their lives and even continue after their passing. As a result, it is important to remember the business when estate planning.

Inventorying is a good place to start when estate planning

The idea of having to assess their entire lives can make many Minnesota residents put off creating an estate plan. It may seem like too much work at the moment or something better left for another time. However, if estate planning is put off for too long, individuals may not have time to create their plans.

Taking inventory and creating an estate plan

Estate plans are a crucial part of protecting the assets that one has worked so hard to acquire over the course of their lives, and those who have decided to create one should not ignore any aspect of the process. The amount of effort that one puts into reviewing all of their options and approaching the estate planning process could have a significant impact on their loved ones in the years ahead, and there are many facets of preparing properly. In this post, we will examine the importance of taking inventory.

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.

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

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

Toll Free: 800-636-2689
Phone: 507-316-0628
Fax: 507-288-9342
Rochester Law Office Map