Cameron Kelly describes his practice in the videos shown below.
Estate Planning Basics
- How does the estate planning process typically work? (1:58)
- How much will my estate plan cost? (1:18)
- How often should I review my estate plan? (1:51)
- What other documents are typically involved in the estate planning process? (1:24)
- What is a conservatorship proceeding? (1:03)
- What is a transfer on death deed? (1:49)
- Are there unique concerns that business owners should address when they are planning their estate? (2:15)
- Do I still need a will if I am single? (1:39)
Probate
- What is probate and why should I avoid it? (2:14)
- How can I avoid probate? (1:25)
- Who is not subject to probate in Minnesota? (1:14)
Trusts
- What is a trust? (1:12)
- If my trust continues after I pass away, do my heirs need to come in to have additional trust documents drafted? (1:16)
- What is a “Revocable Trust?” (1:18)
- Who is in control of the assets in a trust? (1:03)
- If I have been named the trustee, should I seek legal counsel? (1:05)
Taxes
- Do heirs have to pay tax on money from an IRA? (:44)
- What is the estate tax and what assets get taxed? (1:16)
- Is my life insurance counted in the value of my estate? (1:18)
- Does Minnesota have a separate estate tax from the Federal Estate Tax? (1:03)
- Does Wisconsin have a separate estate tax from the Federal Estate Tax? (1:05)
Family Estate Planning
- How do you protect assets in a second marriage or blended family? What is a QTIP trust? (1:22)
- What are special estate planning considerations when working with couples? (2:18)
- What are the options for our family cabin? (1:41)
- What are the options for a family cabin when one child does not want to inherit? (1:41)
