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Category Archives: Wills

Considerations for the Elderly During the Coronavirus (COVID-19) Pandemic

The coronavirus pandemic has directed our attention to a variety of issues such as hand washing and social distancing, but with many elderly individuals not leaving their residences it is important that we are making sure they receive the care they need.
Mar 19th, 2020
Joe Opsahl
Financial Planning, Important Documents, Wills

These Are Very Strange Times

Regardless of when you were born, there are world-wide events that you know influenced you in some way. It may have been because you were a child watching your parents go through it, regardless, you remember it.
Mar 19th, 2020
Joe Opsahl
Elder Law, Financial Planning, Important Documents, Wills

Estate Planning During the Coronavirus Pandemic

Facing mortality and the difficult conversations that come with it are obstacles we deal with every day as we help our clients build their life plan. However, in this case, coronavirus presents a more imminent threat—one that can’t be swept under the rug.
Mar 19th, 2020
Joe Opsahl
Estate Planning, Financial Planning, Important Documents, Wills

The Problems with Do-It-Yourself Online Wills

We understand that using a DIY website to draft a will can save money and time, and in a pinch it’s better than nothing, but often they can lead to expensive and unpleasant estate planning mistakes and disastrous results!!
Mar 18th, 2020
Joe Opsahl
Wills

Do You Need A Trust?

The Top 10 Reasons Why You Should Consider a Trust - Keep in mind there are many different types of Trusts, one size does not fit all, and if this is something you’re considering, it’s best to schedule a consultation to find out what is best for you and your situation.
Feb 28th, 2020
Kate Miner
Beneficiaries, Elder Law, Estate Planning, Financial Planning, Important Documents, Wills

Can You Challenge A Trust Based on Undue Influence?

What happens if you believe someone (say a sibling) used undue influence on an aging parent to get them to amend their trust? Let’s say the trust originally split everything evenly between you and your sibling, but now your parent is experiencing dementia and your sibling has hired an attorney and coerced your parent to […]
Dec 23rd, 2019
Joe Opsahl
Beneficiaries, Estate Planning, Important Documents, Wills

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