Many Minnesotans believe that estate taxes are only for families with exorbitant wealth. In reality, the state may still take a significant cut of a loved one’s estate even if it falls well below the federal tax threshold. The state also has one of the lowest estate...
Estate Planning
Avoiding probate with Transfer on Death Deeds
Minnesota generally requires probate under two conditions: if the deceased owns any real estate solely in their name, or if their titled personal property exceeds $75,000 in net value. If an estate exceeds that value, the probate court must step in to handle the legal...
Keeping cabins and lake homes in the family for generations
The smell of pine trees, the sound of loons at sunset, grandchildren jumping off the dock: your family's lake cabin holds countless memories. But without proper planning, this cherished retreat could become a source of heartache and conflict among your heirs. When...
If I have a will, do I still need probate?
Probate is the legal process that confirms a person’s death, validates their final wishes and authorizes someone to distribute their assets. A will plays a major role in that process, but it does not automatically make it disappear. In fact, many estates still go...
From Summer’s End to School’s Start: Essential Estate Planning Strategies for Peace of Mind
In the midst of summer's final days, many families are turning their attention to back-to-school preparations and the transitions ahead. But amidst the bustle, it's crucial not to overlook the importance of securing your legacy. In our August expert article from Andy...
Estate Planning for Your Future
Estate planning isn’t just about documents—it’s about foresight, clarity, and peace of mind. In his latest blog post, Andy Gregory of Andy Gregory Law, PLLC (published August 15, 2025), invites readers to consider estate planning not as a daunting task but as a...
Certainty After the Inevitable
Jeremiah described it as “resting with your ancestors.” John Cleese called it “joining the choir invisible.” Brendon Small dubbed it “hamburger time.” Referring to it euphemistically does help to make that fated celestial tea party a touch more palatable. Just don’t...
Navigating Estate Planning: Andy Gregory’s Insights on Wills, Trusts, and More
Estate planning is a crucial yet often misunderstood aspect of managing one's assets and wishes. To provide clarity on this complex topic, we spoke with Andy Gregory, a seasoned estate planning attorney from Andy Gregory Law, who shared his expertise on wills, trusts,...
Navigating the Secure Act: A Closer Look at its Impact on Estate Planning in Minnesota
In December 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law, ushering in a new era for retirement and estate planning. While the Act introduces changes on a national scale, its impact on estate planning varies from...
Beyond Beneficiary Designations: A Comprehensive Approach to Estate Planning
Estate planning is a crucial aspect of securing your financial legacy and ensuring your loved ones are provided for after you're gone. While beneficiary designations are a common and essential tool, they are by no means the sole solution for a comprehensive estate...
