Anne Bjerken

Anne Bjerken

Gray Plant Mooty

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How Does Moving Impact Your Financial and Estate Plan Health?

I'm moving. So moving (and packing, hauling, and unpacking) is on my mind. It occurred to me that many clients have questions about what moving means for their financial and estate plans. ...more

11/17/2014 - Moving Primary Residence

Estate Planning Tips from the Loss of a Hollywood Icon

A very notable woman in the entertainment industry (other than Joan Rivers) passed away recently—Lauren Bacall. Lauren, born Betty Joan Perske, left a true legacy in the entertainment world, as well as a couple of good...more

9/24/2014 - Estate Planning Popular

Someone Finally Did Things Right! Lessons from Robin Williams’s Estate Plan

Last week we tragically lost an entertainer who played a major role in my life, and, I am sure, in the lives of many others as well. Most of the time when I write about celebrities and their estate plans it is to point out...more

8/21/2014 - Estate Planning

Estate Planning Matters!

In This Newsletter: - When to Involve an Attorney in Your Charitable Giving - Big Changes to Minnesota Estate and Gift Taxes - Why You and Everyone You Know Needs an Estate Plan - Excerpt from...more

8/1/2014 - Charitable Donations Estate Planning Gift Tax

Cutting Your Kids Out of $300MM: That Stings a Little

Legendary rock artist Sting recently acknowledged that his fortune of approximately $300MM will not be passing to his six children. In a recent interview with the U.K.’s Daily Mail, Sting said that he told his children not...more

7/11/2014 - Beneficiaries Charitable Donations Sting

The Battle Over Casey Kasem’s Medical Care: Lessons in Incapacity Planning

Last month I mentioned that every person should have a basic estate plan, including a medical directive. This directive is not only necessary for the elderly, but also for anyone who could find themselves incapacitated...more

6/17/2014 - Elder Issues Estate Planning Power of Attorney

Singles and Couples Without Children Need Estate Plans More Than Ever

Clients often come to me for their first estate plan because they have recently had a child. Many clients think that estate planning is unnecessary unless they have won the lottery or have had a child. Not true. If I...more

4/24/2014 - Estate Planning

Phillip Seymour Hoffman’s Last Wishes—I Want My Son to be Raised as a New Yorker

Phillip Seymour Hoffman’s life tragically ended far too soon for movie fans, and I’m sure for his three children as well. His will left his reported $35.0 million fortune to his long-time girlfriend, and if she did not...more

3/19/2014 - Trusts

Using a Charitable Trust to Offset Capital Gains

We are approaching the extended income tax deadline for 2012 and it reminded me (as if anyone could forget) that 2013 carries significantly higher income tax rates for a lot of folks. We have the Medicare surcharge, and most...more

9/16/2013 - Capital Gains Charitable Trusts Medicare Tax Planning Trusts

Lessons from Tony Soprano’s Estate Plan

James Gandolfini, a/k/a Tony Soprano, died unexpectedly at the age of 51. Not that we should all take money management lessons from a TV mobster, nor should we take guidance on estate planning from him, but the death of a...more

8/20/2013 - Estate Planning Estate Tax Wills

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