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April 2015 Archives

Distribution options for an annuity beneficiary in Minnesota

When a person owns a non-qualified deferred annuity and leaves it to a designated beneficiary other than a surviving spouse, the beneficiary will then have several different options to receive the funds. It is important to understand the different options and then to choose wisely for the greatest benefit.

Minnesota estate planning and baby boomers

One of the biggest errors baby boomers tend to make is failing to complete their estate plans because they either think the plans are unnecessary or they simply put them off. Failing to complete estate plans can leave families dealing with protracted court processes and dwindling assets due to higher taxes. It is thus important for baby boomers to have not only retirement plans in place, but also estate plans.

Estate planning considerations in Minnesota

While many Minnesota residents may be familiar with the traditional big three estate planning considerations, they may not be as aware of other things that should be taken into account. Historically, estate planning has been conducted with an eye toward taxes, family and charity. With changing laws, however, these are not the only three areas that should be considered when planning an estate.

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Jeffrey P. Scott & Associates

Jeffrey P. Scott & Associates LLC
2356 University Avenue West, Suite 400 | St. Paul, MN 55114
Phone: 651-968-1457 Toll free: 866-442-3092
Fax: 651-647-9544
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