As estate planning attorneys, we feel it is our responsibility to make clients and readers aware of the “beneficiary’s burden” regarding insurance policy pay-outs. The state of Minnesota recently went to bat for its citizens when it was revealed that insurance carriers were not paying the beneficiaries of life insurance policies where a claim had…

Why a Retirement Trust Account gives you the best of both worlds. In the estate planning worlds of asset protection for beneficiaries on the one hand, and income tax advantages for beneficiaries on the other, the conventional wisdom that asks one to choose between the two when it comes to your retirement accounts, is no…

You can’t create wealth until you preserve it first. Each dollar lost unnecessarily isn’t just a single dollar lost, but a compounded dollar lost. A dollar not lost allows wealth to compound from a higher floor. Losses can occur from many places beyond investments: property, income, taxes and fees. It is well worth paying for…

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