Archives for November 2017

Gifting Money | Part 3 (Distribution of Estate Assets)

Q:  My mother has a large estate well over $10 million.  What’s something simple we can do to start getting her assets distributed while she’s alive?   A:  There are several investment options that I could suggest, but it all depends on individual situations and details (for that call our office and schedule an appointment […]

The Equifax Breach & Protecting Your Identity | Minnesota

After the Equifax breach, our office received numerous calls for advice from clients on what to do should their identity been stolen (since it can be difficult to verify who exactly was impacted).  Identity theft can also extend a bit farther than immediate charges to your bank account – although this is a concern so […]