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Home About Us Resources Contact © epis.net December 2020 | Resources: CLIENT FACT-FINDER -- A data-gathering worksheet to identify important family members who may be referenced in legal or planning documents PROFESSIONAL ADVISORS CHOOSING A CHARITY 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 http://www.mncourts.gov/Help-Topics/Power-of-Attorney.aspx https://www.ag.state.mn.us/consumer/handbooks/probate/PowerOfAtty.pdf SPECIAL ISSUES https://www.minnesotaparent.com/departments/grows-on-trees/2015/12/special-needs-trusts/ https://www.pacer.org/publications/possibilities/saving-for-your-childs-future-needs-part1.html https://www.specialneedsalliance.org/special-needs-101/special-needs-trusts-and-personal-injury-settlements/ https://www.ablenrc.org/state-review/minnesota/ 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 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/
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