How are you going to remember these tumultuous days of the 2020 coronavirus pandemic? My three kids were each given a writing journal by my mother, who encouraged each of them to write about daily life in the midst of a pandemic, both for themselves and for future generations. Earlier this week, I also helped […]
Over the past few weeks, our firm has continued to operate as normal. We have hosted face-to-face meetings in our office, as well as video calls, telephone calls and emails. We have, however, observed an increase in the number of new or existing clients who are addressing while in a “self-quarantine” or “shelter in place” […]
Everyone completing an estate plan must give consideration to the individuals (or entities) making decisions on your behalf in the event of your incapacity or death. If you are married, you would likely name your spouse as the first “agent.” However, you would still name someone to serve if you (or, if married, both you […]
Congress and President Trump recently enacted legislation that, while providing some candy in the average taxpayer’s Christmas stocking, also includes a small lump of coal. This post (i) makes you aware of the recent legislation that marks the official death of the so-called “stretch IRA,” and (ii) provides the relevant federal and Minnesota state transfer […]
I am not here to see you, son, I’m here to see your kids! Anyone in my family knows my mother does not play “Minnesota nice;” she says it how it is. Over Thanksgiving, and really during any family gathering, my mother makes it a point to prioritize time with her beautiful, athletic, and well-adjusted […]
Have you listened to any good books on tape recently? Neither have I, and yet I have not stopped using the term “books on tape” when referencing the audiobooks on my Audible subscription. My use of the term “books on tape” has caused no shortage of confusion with my children, who have never used a […]
“It turns out your friend is only mostly dead.” In the 1987 fairly tale adventure movie, Princess Bride, Billy Crystal plays Miracle Max, an unemployed magician who is able to concoct a magic potion in order to return Wesley, the movie’s protagonist, to life again. Wesley’s friends had brought Wesley’s body to Miracle Max after […]
During his heyday, I tuned in nightly to watch David Letterman’s “Top 10 List.” I was recently reminded of Letterman’s Top 10 lists as I patiently listened to a client of mine provide yet another excuse for why “now was not a good time” to address certain estate planning decisions. In his defense, this 80-year […]