Estate Plan Reviews Archives | Page 2 of 2 | Minneapolis Small Business and Estates Law Firm

New Years is a Good Time to Reevaluate Your Beneficiary Designations

When you raise a glass of champagne to ring in the New Year, you probably won’t be thinking about the beneficiary designations on your 401(k), IRAs or life insurance policies. But now is a good time to reevaluate those designations, while you are in the...

10 Estate Planning Questions to Consider Before Year-End

Reviewing & Updating Your Plan

If you have not revisited your estate plan yet this year, consider these 10 questions and then schedule a meeting with your estate planning lawyer: 1. Does your estate plan need be changed because of new laws? Or new assets? Or changes in your life?...

There is No Fix–It & Forget-It in Estate Planning

Estate Planning

It’s hard to imagine, but people who spend a lifetime accumulating wealth often spend little or no time planning for what will happen to that wealth after they are gone. It is especially shocking when children are in the picture. A recent Consumer Reports survey...

New Years is a Good Time to Reevaluate Your Beneficiary Designations

10 Estate Planning Questions to Consider Before Year-End

There is No Fix–It & Forget-It in Estate Planning

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