Estate Planning

Estate Tax Law Change For Non-Residents

As of July 1, 2013 non-residents who own an interest in a Partnership, LLC, or an S-Corporation that owns tangible personal property or real estate in Minnesota will now be subject Minnesota estate tax. This new provision is retroactive with an effective date of January 1, 2013.

For more information about the tax changes visit our Hot Topics Page:


Jeremy J. Nauman, Attorney

Estate Tax Change

Minnesota will continue to not impose any estate taxes for estates not exceeding $1,000,000.00. As of July 1, 2013, Minnesota will have a three year look back from the date of death that will add taxable gifts made after June 30, 2013 back into your estate.


For more informationabout the tax changes visit:


Jeremy J. Nauman, Attorney


Trusts And Gifting

A trust can be a useful way to protect property from certain creditors, reduce the size of your estate to keep taxes lower, and provide for children without giving them direct access to assets. If you choose your trustee carefully, a trust can also provide for careful management of your assets as you grow older.The basic structure of a trust is fairly simple

Ethical Wills

An Ethical Will reflects the "voice of the heart." Think of it as a love letter to your family. Every ethical will is as unique as the person writing it. They can mean more than any material possession you might bequest in your legal will. A living will is also important; it ensures that relatives and doctors understand your medical treatment choices and preferences.

Leaving Real Estate To Heirs

12 States, Arizona, Arkansas, Colorado, Kansas, Minnesota, Missouri, Montana, Nevada, New Mexico, Ohio, Oklahoma, and Wisconsin, have passed laws that provide homeowners with a method of leaving Real Estate to heirs by a transfer on death deed.

Contact me if you are interested in hearing more about Transfer on Death Deed’s.

Stacey R. Edwards Jones, Managing Partner


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