Blog Posts in May, 2016

  • The 4 Most Common Estate Planning Mistakes

    Please take a moment to read this article from Forbes.com describing the four most common estate planning mistakes. http://www.forbes.com/sites/nextavenue/2016/04/27/prince-made-one-of-the-4-big-estate-planning-mistakes/#469046e45795 -Spencer
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  • The $400 Emergency

    Most of our clients are prudent and fortunate enough to have set aside an emergency fund. A recent study by the Federal Reserve indicated that most Americans cannot come up with $400 to pay emergency expenses. Consumer debt is so easy to get that many forget how hard it is to make ends meet with additional monthly payments. Many Americans, including our friends and loved ones, are locked in a ...
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  • Celebrating Mom

    Celebrating the bond with mom is something enjoyed on Mother’s Day. That bond is particularly important for children who have mothers with Alzheimer’s. The attached article discusses three mother-daughter stories and how they are dealing with the diagnosis of Alzheimer’s; as well as some startling statistics about women with Alzheimer’s. ...
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  • Probate of Prince’s Estate

    Over the last few weeks we have seen the drama unfolding with the tragic death of Prince. Prince resided and passed away in Minnesota and with no known estate plan. This leaves his substantial estate (estimated to be between $150 and $300 million) to be probated according to Minnesota law. The court recently appointed a trust company as the administrator tasked with protecting and controlling his ...
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