Our Office is Moving!
June 11, 2026
After 9 years at our current location in Burnsville, we are moving to the Bell Bank Building in Bloomington on July 1, 2026. Our new
After 9 years at our current location in Burnsville, we are moving to the Bell Bank Building in Bloomington on July 1, 2026. Our new
If you’re part of the baby boomer generation, you may be in the process of making plans to pass on any assets you have to your children and other beneficiaries.
An inheritance is a windfall that can absolutely help someone’s financial situation — but it can make your taxes tricky.
Inheriting a house with siblings can be a blessing or a curse, depending on your family situation and how you handle it.
Life insurance can be the ideal way to protect both yourself and those you care about. However, individual insurance companies can put age-related restrictions on life insurance policies.
When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.
Children are treated fairly when it comes to inheritance. But “fair” doesn’t always mean “equal,” especially if your family situation or assets are complicated. In some circumstances, giving kids equal inheritances may not be the best option.
Most people don’t think twice about checking the “organ donor” box at the DMV. It feels like a simple, generous choice—and it is. But what
Even though the death of a loved one comes with unbearable grief, there are important tasks you must carry out as soon as you’re able.
You may not always know it if you have an inheritance coming. And in some cases, you may not even know the individual has passed on.
