Does Your Estate Plan Reflect Your Goals?
November 11, 2024
It's important to ensure that your estate plan reflects your values and accomplishes your goals. Our visibility to your situation over time helps us to keep watch over changes.
Is a Transfer on Death Deed part of your estate? Take this step to protect your beneficiaries.
September 24, 2024
If a TODD is part of your estate plan, you and your beneficiaries should be aware of a recent change in Minnesota law that will impact your property insurance.
Our Annual Estate Planning Checklist: Keep Your Plan Up to Date
February 1, 2024
This annual estate planning checklist will help you ensure your plan is current, since things may have changed since you drafted your will.
Meet Director of Estate Planning, Janelle Schrupp, J.D.
February 22, 2022
Get to know Janelle Schrupp, J.D., who lends her legal experience to help clients develop and administer estate plans to efficiently transfer wealth.