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Fax: (952) 224-7209
Kathy.Tatone@YourFamilyGuardian.com

Posts Tagged ‘Minneapolis’

Naming who should get the life insurance money after you die sounds simple, but designating beneficiaries can get tricky. Mistakes are common, financial advisers say — and they can be heartbreaking and expensive. When mistakes are made “you’re not creating problems for you.”  “You’re creating problems for the people you leave behind.” Here are 7 […]

A staggering number of people will need to be assigned guardians in the next 10 to 20 years.  The sad fact is many people assigned to guardians have no other choice.  At least some of them could have avoided that eventuality by setting up a power of attorney (POA) while they were still deemed capacitated. […]

ANSWER:  In and of themselves, trusts do not avoid taxes, but they help to carry out good tax planning. As far as income taxes go, revocable living trusts are “tax neutral.” During your lifetime, your trust will not need to file its own income tax returns. The taxpayer identification number for your trust is your […]

Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them out? Here are nine do’s and one don’t to get you started: Do read the trust document. It sets out the rules under which you […]

A staggering number of people will need to be assigned guardians in the next 10 to 20 years.  The sad fact is many people assigned to guardians have no other choice.  At least some of them could have avoided that eventuality by setting up a power of attorney (POA) while they were still deemed capacitated. […]

A power of attorney may seem like a simple document, but there are several important decisions that need to be made when creating one. The decisions include whom to appoint and what powers to grant, care and consideration should be put into each choice. A power of attorney is one of the most important estate […]

Someday you may need Medical Assistance (MA) to help with high medical bills or nursing home costs.  MA has limits on how much income and assets people can have and remain eligible for the program.  MA also has a rule against giving property away in order to get MA. When you apply, you must tell […]

Probate Lawyer MN

Kathy Tatone and Your Family Guardian Law Firm assists and counsels clients to create an estate plan which avoids the need to use the court system. The court process which occurs after a death is called probate. A revocable living trust usually avoids probate because the assets are held in a trust, not in the […]

If you are considering creating an estate plan and wonder how to get a Will as inexpensively as possible, consider that you might be asking the wrong question. First, consider what protections you need to put in place to ensure that you, your family, and your money are cared for the way you want. Many […]

If you are frustrated with the actions or decisions of a guardian or conservator, the first step is to talk with the guardian/conservator directly about your concerns and work toward a resolution.  Most issues can be resolved by communicating about them. The communication may require clarifying the role and limits placed on the guardian/conservator; finding […]