You're starting a new job. Amongst all the on-boarding paperwork, health insurance plans, and payment packages, there's an unfamiliar document: a split-dollar life insurance agreement. Most people know that life insurance is an important estate-planning tool, but they...
Estate Planning
Choosing the Right Beneficiary for Your Retirement Account
Saving for retirement is an essential part of financial planning. In addition to funding your retirement years, it is also important to consider what will happen to those funds if you should die unexpectedly. That decision culminates in your designation of an account...
What To Know If Charitable Giving Is Part Of Your Estate Plan
Giving to charity is a priority for many people across Minnesota and Wisconsin, whether people contribute for financial, medical, religious, or social reasons. And no matter the motivation or how much time or money someone donates to these causes, it can be crucial...
How to Talk to Your Parents About Their Estate Plans
Parents have countless difficult discussions with their children as they grow up. However, there comes a point when it is the children who must be the ones to have these difficult discussions with their parents. For instance, have you talked to your parents about...
The Impact of an Estate Plan Long After Probate Ends
Many people use estate planning to make the probate process easier and faster for their loved ones -- or to avoid probate altogether -- but an estate plan can be effective even long after probate ends. Below are a few ways that estate planning can continue to affect...