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Coronavirus Impact and Assurance: Yes! We are still open for business!

For the last year, thanks to the hard work of all of our staff, and you, our clients, no one who works at this office has gotten Covid while working here, and we have not spread a single case to any of our clients, while getting all of our client's legal needs taken care of. With the spread of vaccination the end is in sight, normal times where we can meet our clients in person in the office are just around the corner.

During the transition we will be having some in person, in office appointments for clients who have already been vaccinated, and for whom the CDC recommended period of time has passed since their last shot. Of course, for anyone who would prefer a phone or video appointment for safety, convenience, or any other reason those types of appointments are always available.

For our clients who have not yet completed the vaccination cycle phone and video appointments are of course available, and, with the return of warm weather we will again be offering outside appointments under the tent right outside our front door. For all appointments, masks will continue to be required.

Through the transition safety of all staff and clients will continue to be our top priority, we look forward to seeing you soon.

Please see our blog for more info on pandemic response.

Parts of estate plan to review

| Mar 22, 2018 | Estate Planning

Minnesota residents should take time to review their estate plans as there are many things that can render all or parts of them ineffective. If the documents have not been reviewed since they were created or it has been some years since they were assessed by an attorney, it is highly likely that they have to be updated.

A typical estate plan should include financial and health care powers of attorney, an advanced medical directive and a will. All of the documents should not go without being reviewed by an attorney at least every few years. It is also wise to have the attorney look the documents to see if they require modifications after a significant life event has occurred, like a marriage, a divorce or the birth of a child.

Because of the many changes that can occur over the years, it is important to update all beneficiary information and executor appointments if they have not been reviewed since the estate plan was created. It may be necessary to add or remove beneficiaries. New executors many have to be named if the individuals currently listed have died or are unable to assume the responsibilities.

Documents should also be double-checked to ensure that there are provisions for how personal effects should be handled. Deciding who should receive family heirlooms and jewelry, for example, can be a burden for surviving loved ones and can result in strife among family members if detailed instructions haven’t been provided in the estate plan. An attorney can also prepare a trust if appropriate for a client’s particular situation.

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