Epiphany: On Charitable Giving

We ended our 2020 blogging on a more somber note. Seemed appropriate. Coincidently, this week’s blog falls on the Epiphany. I can’t think of a better way to start the new year than taking a moment to consider our blessings and good fortune. 

Whether you are a believer in...

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Beneficiary Rights: Don’t Get Left Out

It’s been my experience that estate Beneficiaries can be a little too passive.  When a loved one passes, likely a family member or close friend has been named the Personal Representative of the Estate, and/or Trustee of the Family Trust. That person is likely grieving as well. Maybe they have no idea...

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One Order of Heggstad, Please

The Heggstad Petition. Otherwise know as the “I forgot to fund my Trust Petition.” If you have an estate plan that includes a Trust, hopefully you know what I am talking about.  If not. This article is for you.  If you don’t yet have an estate plan, this might be a good...

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