The situation: Our retired clients, both with children from prior marriages, came to Sjoberg & Tebelius for an estate plan. The couple already had a specific plan created for each child, and wanted to ensure each unique plan would be met after each of them passed....
Estate Planning
Property deed resolution for a young family after an unexpected death
The situation: After a young father passed away, his widow wanted to move to Michigan with their five minor children to be closer to family. When the widow discovered that her husband had never put her name on the deed for their house, she learned she could not sell...
What Are My Digital Assets, and How Can I Protect Them?
When people think about protecting assets and providing for family in their estate plan, they often think about real property and end-of-life care decisions. These are certainly critical to protect, but there are other elements of an estate plan that warrant...
Creative solutions for ERISA retirement account pay out
The situation: Our client retired, then went through a divorce. After remarrying, he submitted a beneficiary change form to his retirement plan administrator, naming his second wife as the new survivor beneficiary of his retirement account. The plan administrator...
Think You Have Nothing Worth Protecting with an Estate Plan? Think Again.
When people think about estate planning, they typically think about the plans that protect properties, investments, and inheritances for children. While these are all certainly important to address, there are numerous other non-financial assets that are worthy of...