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November 2020

Resources:

CLIENT FACT-FINDER
-- A data-gathering workbook to capture key facts and intentions to use as a basis of building an effective client estate plan.  16 pages.

FAMILY MEMBERS
-- A data-gathering worksheet to identify important family members who may be referenced in legal or planning documents 

PROFESSIONAL ADVISORS
-- A data-gathering worksheet to identify important professional advisors who may be referenced in legal or planning documents or who should be consulted in the event of death or incapacity. 

CHOOSING A CHARITY
-- A decision worksheet for setting priorities and making choices about charitable giving.  Prepared by Crowley White & Helmer, Inc., Saint Paul, Minnesota, and used with their permission. © 1999 Crowley White & Helmer, Inc.

You must have Adobe Acrobat Reader® installed on your computer to view and print the forms above.


Links:

MINNESOTA

http://www.revisor.leg.state.mn.us/stats/524/
Minnesota Chapter 524 Uniform Probate Code.  This is current state law.

https://www.ag.state.mn.us/consumer/handbooks/probate/
A Guide from the Office of the Minnesota Attorney General:  Probate and Planning


https://www.revenue.state.mn.us/estate-tax
Information regarding Minnesota estate taxes from the state Department of Revenue.

https://www.health.state.mn.us/facilities/regulation/infobulletins/advdir.html
Questions and Answers About Health Care Directives in Minnesota. From the Minnesota Department of Health.

https://extension.umn.edu/health-care/minnesota-health-care-directive-planning-toolkit
Minnesota Health Care Directive Planning Toolkit

https://extension.umn.edu/who-gets-grandmas-yellow-pie-platetm-workshop-facilitators-toolkit/who-gets-grandmas-yellow-pie-0
Who Gets Grandma's Yellow Pie Plate?  A Guide to Passing on Personal Possessions.  Video

http://www.mncourts.gov/Help-Topics/Power-of-Attorney.aspx
A Guide from the Minnesota Judicial Branch.  Financial Power of Attorney

https://www.ag.state.mn.us/consumer/handbooks/probate/PowerOfAtty.pdf
A Sample Minnesota Statutory Financial Power of Attorney Form (PDF)

SPECIAL ISSUES

https://www.minnesotaparent.com/departments/grows-on-trees/2015/12/special-needs-trusts/
Should you set up a Special Trust for Your Child with Special Needs?

https://www.pacer.org/publications/possibilities/saving-for-your-childs-future-needs-part1.html
The Special Needs Trust

http://autismlawcenter.com/services/supplemental-and-special-needs-trusts/
A Supplemental Needs Trust is created for a chronically and severly disabled person which adds to government benefits such as Medicade without reducing the benefits allowed. (PDF)

https://www.ablenrc.org/state-review/minnesota/
Minnesota ABLE Plan

CHARITABLE GIFTING

http://www.guidestar.org/
GuideStar is a searchable database of hundreds of thousands of nonprofit organizations in the United States.  This site does not include all tax-exempt 501(c)(3) organizations in the country, but it's a great start.  © Philanthropic Research, Inc.


https://www.ag.state.mn.us/Brochures/pubProfessionalFundraisers.pdf
Checking on charities in Minnesota.


FEDERAL GOVERNMENT


http://www.ssa.gov/retire2/AnypiaApplet.html
A calculator that allows you to estimate your Social Security benefits.

https://www.irs.gov/businesses/small-businesses-self-employed/estate-and-gift-taxes
A brief explanation of federal estate and gift taxes from the IRS.  Taxes may apply for large life-time gifts of for large estates at your death.  The annual exclusion amount for 2021 gifting is $15,000 per recipient (donee).

PROFESSIONAL ORGANIZATIONS

http://www.mnparalegals.org/
The Minnesota Paralegal Association is a non-profit professional association dedicated to fostering the growth and development of the paralegal profession.

https://www.mnbar.org/about-msba#.WqNzw3xMGM8
About the Minnesota State Bar Association.

http://www.cfp.net/search/
How to find a Certified Financial Planner (CFP).


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