Beneficiary Designations

Have you reviewed your beneficiary designations?  Beneficiary designations are a way in which we identify who we want to give an asset to after we pass away.  A common beneficiary designation for most people is the form you completed when you became eligible to participate in your employer’s ... continue reading »

Minnesota Estate Tax

When is your estate subject to estate tax?  Minnesota is one of a handful of states that assess a tax on your estate when you pass away if certain limits are met.  This type of tax is often referred to as a death tax and is assessed against the entire value of your estate.  In contrast ... continue reading »