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Important New Changes to Minnesota Estate and Trust Codes Coming August 1

The 2025 Minnesota legislative session produced several changes to Minnesota’s estate and trust codes, with most of the new laws taking effect on August 1. Many of the changes create important new planning opportunities for...more

Tax-free Rollovers of 529 Plan Funds to Roth IRAs Allowed Under Secure 2.0

Section 529 college savings accounts are used for tax-free education investments. When considering whether to create a 529 account, there generally is some apprehension that the person you are saving for won’t pursue a...more

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