Many people take a "set it and forget it" approach to estate planning. This is, they think their work is done once they make a will and other important estate documents. What few people realize is that an executor isn't just tasked with locating your will when you die. Your executor must also gather all your financial documents, including bank statements, retirement account information, life insurance documents, and other paperwork. Depending on the decedent's level of organization, this can be a daunting and sometimes even an impossible task.
Although same-sex marriage has been legal in Minnesota since 2013, the rights of such couples remained unsettled in many states, where gay marriage was not recognized. For years, gay couples struggled with uncertain laws that required them to jump through legal hoops to ensure their rights and property were protected regardless of where they lived or owned property.
Jeffrey P. Scott & Associates, LLC
Do you want to know more about estate planning and/or disability planning? Consider attending one of our scheduled community education classes this fall. Below are links to our specific classes held in the South Washington School District Area. Additionally, Amanda will hold a class on October 8 in Apple Valley (District 196 Community Education) and Jeff will hold a class on October 23 in St. Louis Park.