Smart Wealth Blog

By 360 Financial

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Irrevocable Trust Minnesota: What It Is and When to Use It

5 min read

Estate Planning

Irrevocable Trust Minnesota: What It Is and When to Use It

An irrevocable trust is a type of legal relationship in Minnesota that moves your financial assets to a trust.

Is Minnesota a Community Property State?

7 min read

Estate Planning

Is Minnesota a Community Property State?

“Is Minnesota a community property state?” In short, no. In Minnesota, the law provides for equitable division of marital property.

3 min read

Estate Planning

Cracking the Code on Estate Planning for Blended Families

Discover the Complexities of Estate Planning for Blended Families Watch the second installment of our Estate Planning series, Cracking...

3 min read

Estate Planning

Maximizing Wealth as a High-Income Earner with Estate Planning

Effective Estate Planning for High-Net-Worth Families Join us on December 3rd for our final estate planning series on Maximizing Wealth:...

3 min read

Estate Planning

Webinar: Do I Need a Trust or Not?

Understanding Trusts and Beyond Watch the first of our Estate Planning Series: "Do I need a trust or not? Understanding Trusts and...

Business Estate Planning for Small Business Owners in the USA

6 min read

For Business Owners

Business Estate Planning for Small Business Owners in the USA

Estate planning is more than just a will—it’s a strategy for protecting your life’s work.

How Long Does Probate Take in Minnesota?

8 min read

Estate Planning

How Long Does Probate Take in Minnesota?

The probate timeline in Minnesota depends on several key factors.

A Simple Guide to Estate Taxes in Minnesota

8 min read

Estate Planning

A Simple Guide to Estate Taxes in Minnesota

If you're wondering about how estate taxes in Minnesota work, this simple guide will help.

5 min read

Wealth Management

How to Build Generational Wealth

Building and preserving generational wealth are two interconnected but distinct processes. They have their own steps and strategies.

How to Make Sure You Don’t Accidentally Disown Your Grandchildren with Per Stirpes

3 min read

Estate Planning

How to Make Sure You Don’t Accidentally Disown Your Grandchildren with Per Stirpes

Estate planning can be complex, and it’s not uncommon to make mistakes.

Living Trust Minnesota: How to Create a Living Trust in Minnesota

12 min read

Estate Planning

Living Trust Minnesota: How to Create a Living Trust in Minnesota

As a Minnesotan, considering a living trust is a great step towards making sure your assets are protected. We'll cover how to create one.

Family Trusts During Impending Divorce Minnesota

8 min read

Estate Planning

Family Trusts During Impending Divorce Minnesota

It’s important to understand the basics of how Minnesota law treats these trusts in divorce scenarios.

How to Avoid Probate in Minnesota: A Comprehensive Guide

9 min read

Estate Planning

How to Avoid Probate in Minnesota: A Comprehensive Guide

How can I avoid probate in Minnesota?

What Happens to a Family Trust in a Divorce?

6 min read

Estate Planning

What Happens to a Family Trust in a Divorce?

If you want to prevent issues with trusts during a divorce, this is important information.

6 min read

Financial Planning

Financial Planning for Retirement: Steps, Plans, and Rules

Are you planning to leave an inheritance? Or do you want to plan on spending as much as possible while you are living?

Generational Wealth and the Gift of Financial Freedom

4 min read

Estate Planning

Generational Wealth and the Gift of Financial Freedom

Studies indicate that 70% of inheritances are exhausted by the second generation, and a whopping 90% is gone by the third.

Last Will and Testament Minnesota: A Simple Guide to the Basics

6 min read

Estate Planning

Last Will and Testament Minnesota: A Simple Guide to the Basics

A will is a legal document that outlines how you’d like your assets distributed after your death.

Intestate Succession Minnesota: A Simple Guide

3 min read

Estate Planning

Intestate Succession Minnesota: A Simple Guide

Intestate succession laws in Minnesota apply when a person dies without a will.

3 min read

Estate Planning

What You Need to Know About Multigenerational Estate Planning

As the name implies, “generational wealth” is the wealth that transfers from generation to generation.

2 min read

Estate Planning

3 Estate Planning Tips for Small-Business Owners

Having a solid estate and succession plan in place may be crucial to your business’s long-term success.

Smart Wealth Blog

By 360 Financial

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