February 14, 2019

Meeting with an estate planning attorney can seem overwhelming. And when your attorney starts using terms like “intestate succession,” “attorney-in-fact,” or “probate,” it can feel like they are speaking a different language. In this article, we’ll break down some of the terminology that you may hear during an initial estate planning consultation.

A health care directive is a legal document in which you designate someone to mak...

October 3, 2018

“If something happens to you, what happens to your children?”

It’s a question no parent wants to think about, but it’s an important one to answer for parents who have minor children. Minor children are not granted full legal capacity until the they reach the age of majority, currently 18 years of age in Minnesota. This means that until the age of 18, children do not have the right to vote, own property, consent to medical treat...

August 23, 2018

It has recently been reported that the legendary singer, Aretha Franklin, died without a will or a trust. How do we know? Frankin's niece filed a petition with the probate court in Michigan seeking to be appointed as personal representative and indicating that there is no will. In Michigan and every other state (including Minnesota), probate is public record. Soon, the type, size, and value of Franklin's assets and debts will...

November 3, 2016

Getting your estate plan in place can feel like a major accomplishment (and it is!), but it is not the end of the story. Estate planning itself is the process of guiding the way in which assets pass to your loved ones after your death and ensuring your wishes are followed. Checking in and reviewing your estate planning documents regularly and when certain life events occur is part of this ongoing process.

While the estate plans...

October 24, 2016

After going through the estate planning process and getting everything signed and witnessed, you leave the lawyer's office with your will in hand. But where doe

June 17, 2016

Attorney Bill Oehler recently attended the annual Probate & Trust Law conference in June 2016. In this blog post, Bill shares five things he learned while attending the conference with 900+  attorneys and professionals.

1.  Federal estate tax is here to stay (for now).  While the politicos decry the “death tax”, there is little momentum to eliminate (or reduce) the estate tax.  The feds are discussing valuation discount pl...