What is My Estate? A Comprehensive Guide for 2025
January 17, 2025
Understanding Your Estate: A Crucial First Step “Estate” might sound like a word reserved for the ultra-wealthy, but in reality, it simply refers to everything
Tag: Financial Planning
How Fiduciary Responsibility Shapes Estate Planning and Financial Decisions
January 16, 2025
Fiduciary duty is a term that carries immense weight in the financial and legal world, yet its implications are often misunderstood or overlooked. Whether you’re
Top 5 Estate Planning Documents Every Small Business Owner Should Consider
December 19, 2024
Running a small business involves juggling countless responsibilities, from managing day-to-day operations to planning for long-term growth. Amidst these priorities, it’s easy for estate planning
Why Small Business Owners Need a Succession Plan
December 18, 2024
Small businesses are the backbone of the economy, yet many owners fail to plan for the future of their enterprises. Succession planning is an often-overlooked
How to Transfer a Property with a Mortgage in a Trust: Minnesota Edition
November 4, 2024
Estate planning is an essential tool for ensuring that your assets are managed and distributed according to your wishes after you pass away. One of
Whole Life vs. Term Life Insurance: Which is Right for You?
October 15, 2024
When planning for the future, life insurance plays a key role in providing security for your loved ones. But not all life insurance policies are
More Is Needed in Our Fight to Mitigate Financial Scams and Fraud
September 16, 2024
BY WALT LASKOS – CEO/Owner of Laskos Communications By now you must be noticing how daylight has been growing shorter across the United States. Temperatures
Which Money Topics Should Parents Discuss with their Children?
July 9, 2024
One of the most important talks parents must have with their children is about money to help prepare them for their financial future. Estate planning
Online Wills and Estate Planning: A Comprehensive Guide
June 25, 2024
In uncertain times, it’s natural for people to start thinking about whether they have their affairs in order and whether their loved ones and assets
The Financial Planner’s Guide to Navigating the Millennial Minds
May 24, 2024
The biggest wealth transfer in history is on the horizon. There is an estimated $68 trillion dollars that will be inherited by Millennials from their
