Estate Planning & Probate Articles

DEATH BENEFICIARY DESIGNATIONS

DEATH BENEFICIARY DESIGNATIONS One of the easiest methods of assuring an orderly transfer of one’s assets upon death is through the use of death beneficiary designations.  Also, the beauty of this method is that an individual can do this on their own, without the need of legal assistance, AND… it’s often able to be done […]

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TWO COMMON ESTATE PLANNING PITFALLS

TWO COMMON ESTATE PLANNING PITFALLS In my years of estate planning, it’s not difficult identifying the two most common estate planning pitfalls.  The most obvious pitfall, not requiring an Einstein to figure out, is that individuals just simply fail to do it.  I’m always amazed that while we all know and have heard the old […]

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PROBATE — DO YOU NEED AN ATTORNEY?

  PROBATE –  DO YOU NEED AN ATTORNEY? Our law office does a good deal of probate work for clients.  Probate can broadly be defined as the administration of an individual’s estate following their death. This may occur whether the person had a Will (referred to as ‘testate’) or without a Will (referred to as […]

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PET TRUSTS  New…to Minnesota

Pet Trusts:  New…to Minnesota Minnesota was the last state in the country to pass legislation for a Pet Trust—Minnesota Pet Trusts (July 1, 2016). The Minnesota Pet trust now allows a legal guarantee that an owner’s pet or pets, upon their death, will be taken care of if they properly plan while living. The Trust […]

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NOW LICENSED IN WISCONSIN

It’s official! Dahlberg Law Office can now represent clients living in Wisconsin. Chris Dahlberg was officially sworn in as a member of the Wisconsin Bar this week. Congratulations to him. If you live in Wisconsin and need a Will or have any other legal matters you would like to discuss, give our office a call […]

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ESTATE PLANNING FIRST MEETING–WHAT TO EXPECT

In this article we will provide you with a list of some of documents and items that are helpful in attending your first estate planning meeting to make sure your goals are met.  HOWEVER, we sometimes are a little reluctant to provide clients with a checklist of helpful items to bring. The reason here is […]

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Business Spotlight in the Duluth Budgeteer

Did you know that having a will does not necessarily avoid probate? The major benefit of a will, a very important one, is assuring that the administration of your estate will be conducted according to your unique personal wishes and not according to the one-size-fits-all direction by the government. However, your estate will still have […]

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Types of Trusts

Types of Trusts

Revocable Trusts Frequently, I have new clients coming to my office saying they need to set up a Trust. Often, they have come to this decision following the attendance of a seminar of some kind. They’ve heard about a very common, effective estate planning tool, the Revocable Living Trust. For many, it’s a great choice. […]

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Estate Planning Review: How Often?

Often, I’m asked how frequently should one review their estate planning? Within my office, I like to touch base with my clients at least every five years. However, individuals should review their estate plan on the occurrence of these events: Your children are now adults, no longer minors. A death of a spouse or child. A […]

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