Joe passes away. Sally, his wife, continues to live in the home she occupied with Joe. Five years later she decides to refinance the house. The mortgage broker contacts Sally a few days before signing to let her know that they can't move forward with … [Read more...]
The Family Cabin Disaster
David and Cheryl own a cabin in Brainerd. Upon their death, they want to pass the cabin down to their four adult children. They want to use a transfer on death deed because their neighbor told them it would result in avoiding probate. David and … [Read more...]
Assignment and Nominee
What’s an “Assignment and Nominee” agreement and what does it do? Some attorneys use such an agreement as a belt and suspenders approach to funding. Read on to learn more. … [Read more...]
Leaving Assets Can Be Tricky
Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. Read on to learn more. … [Read more...]
Changing “Irrevocable” Trusts Through Use of a Trust Protector
Advisors often include irrevocable trusts as part of a comprehensive estate plan to achieve both tax and non-tax goals. The use of irrevocable trusts can cause apprehension because of the perception that irrevocable trusts are inflexible in changing … [Read more...]
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