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To be honest, nobody gets excited about estate-planning.
And that’s ok.
You’re here to protect your loved ones - and I’m excited to help.
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Overview
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To be honest, I really hate the phrase “estate-planning”.
I like to operate in kindness-based honesty. We’re creating plans and contingencies in case you die unexpectedly.
So yes, we’re talking about death.
But we’re discussing hard topics so we can use the legal tools available to care for your loved ones!
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A “comprehensive” estate-plan usually contains the following four documents:
The Will
Revocable Living Trust
Health Care Directive
Durable Power of Attorney
Your goals and the specifics of your situation really drive which documents are the best fit.
(That said, everybody should have a Health Care Directive.)
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Minnesota has default plans in place for people who don’t have these documents. These plans are the legislature’s best guess on what most people would want.
The default plans are better than nothing - but it’s even better to make sure your wishes are honored.
Say, for example, that you don’t have a Health Care Directive…
You will still receive medical care if/when you can’t communicate your wishes.
Will the choices that are made for you match your wishes? We can’t know.
Will your family and loved ones argue over what care should be provided? Very possibly. (But they might have argued anyways.)
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Item description
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Item description
The Will
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At base, the “Last Will and Testament” is the last ‘testimony’ of your wishes.
You’re explaining what should happen to your stuff, how your loved ones should be cared for, and anything else you want to include.
Legally, it’s a very flexible document - you can include as much or as little as you want (I have best practice topics that we’ll be sure to cover).
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Minnesota has default plans that apply if you die without a valid Will.
These plans are the legislature’s best guess at what most people would choose - and for some people, the default plan works fine.
By creating your Will, you opt out of those defaults and ensure that your wishes are followed. You get to say who should receive your stuff and who should raise your kids.
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Honestly, there’s nothing required. This is your testimony - and these are your wishes.
Legally, Minnesota is more concerned with the process of signing in front of witnesses than it is about the contents of the document. (Because you won’t be around to testify in court, the signing requirements are very specific.)
Even though there aren’t any required topics, I have
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Item description
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Item description
Living Trust
-
To be honest, I really hate the phrase “estate-planning”.
I like to operate in kindness-based honesty. We’re creating plans and contingencies in case you die unexpectedly.
So yes, we’re talking about death.
But we’re discussing hard topics so we can use the legal tools available to care for your loved ones!
-
A “comprehensive” estate-plan usually contains the following four documents:
The Will
Revocable Living Trust
Health Care Directive
Durable Power of Attorney
Your goals and the specifics of your situation really drive which documents are the best fit.
(That said, everybody should have a Health Care Directive.)
-
Minnesota has default plans in place for people who don’t have these documents. These plans are the legislature’s best guess on what most people would want.
The default plans are better than nothing - but it’s even better to make sure your wishes are honored.
Say, for example, that you don’t have a Health Care Directive…
You will still receive medical care if/when you can’t communicate your wishes.
Will the choices that are made for you match your wishes? We can’t know.
Will your family and loved ones argue over what care should be provided? Very possibly. (But they might have argued anyways.)
Health Care Directive
-
To be honest, I really hate the phrase “estate-planning”.
I like to operate in kindness-based honesty. We’re creating plans and contingencies in case you die unexpectedly.
So yes, we’re talking about death.
But we’re discussing hard topics so we can use the legal tools available to care for your loved ones!
-
A “comprehensive” estate-plan usually contains the following four documents:
The Will
Revocable Living Trust
Health Care Directive
Durable Power of Attorney
Your goals and the specifics of your situation really drive which documents are the best fit.
(That said, everybody should have a Health Care Directive.)
-
Minnesota has default plans in place for people who don’t have these documents. These plans are the legislature’s best guess on what most people would want.
The default plans are better than nothing - but it’s even better to make sure your wishes are honored.
Say, for example, that you don’t have a Health Care Directive…
You will still receive medical care if/when you can’t communicate your wishes.
Will the choices that are made for you match your wishes? We can’t know.
Will your family and loved ones argue over what care should be provided? Very possibly. (But they might have argued anyways.)
-
Item description
Durable Power of Attorney
-
To be honest, I really hate the phrase “estate-planning”.
I like to operate in kindness-based honesty. We’re creating plans and contingencies in case you die unexpectedly.
So yes, we’re talking about death.
But we’re discussing hard topics so we can use the legal tools available to care for your loved ones!
-
A “comprehensive” estate-plan usually contains the following four documents:
The Will
Revocable Living Trust
Health Care Directive
Durable Power of Attorney
Your goals and the specifics of your situation really drive which documents are the best fit.
(That said, everybody should have a Health Care Directive.)
-
Minnesota has default plans in place for people who don’t have these documents. These plans are the legislature’s best guess on what most people would want.
The default plans are better than nothing - but it’s even better to make sure your wishes are honored.
Say, for example, that you don’t have a Health Care Directive…
You will still receive medical care if/when you can’t communicate your wishes.
Will the choices that are made for you match your wishes? We can’t know.
Will your family and loved ones argue over what care should be provided? Very possibly. (But they might have argued anyways.)
-
At base, creating a Will and making an estate plan is a kindness for your loved ones.