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189					<article id="post-89" class="posts-entry fbox post-89 page type-page status-publish hentry">
190	<header class="entry-header">
191		<h1 class="entry-title">Resources</h1>	</header><!-- .entry-header -->
192
193	<div class="entry-content">
194		<div>Below are a list of estate planning blogs that offer great information about retirement and estate planning.</div>
195<ul>
196<li><a href="https://www.revisor.mn.gov/statutes/cite/524">Minnesota Uniform Probate Code</a></li>
197<li><a href="http://www.minnesotaestateplanningblog.com">Minnesota Estate Planning Blog</a></li>
198<li><a href="http://bwlaw.blogs.com/estate_planning_bits/">Estate Planning Bits</a></li>
199<li><a href="http://estatestreet.blogspot.com/">Estate Street</a></li>
200<li>California Estate Planning Blog</li>
201</ul>
202<div>Please stay tuned for further information as I updated the resources page.  Thank you!</div>
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207<div id="comments" class="fbox comments-area">
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209			<h2 class="comments-title">
210			4 thoughts on &ldquo;<span>Resources</span>&rdquo;		</h2><!-- .comments-title -->
211
212		
213		<ol class="comment-list">
214					<li id="comment-12607" class="comment even thread-even depth-1 parent">
215			<article id="div-comment-12607" class="comment-body">
216				<footer class="comment-meta">
217					<div class="comment-author vcard">
218												<b class="fn">Denise</b> <span class="says">says:</span>					</div><!-- .comment-author -->
219
220					<div class="comment-metadata">
221						<a href="https://www.minnesotaestateplanningblog.com/resources/#comment-12607"><time datetime="2015-12-30T14:40:33+00:00">December 30, 2015 at 2:40 pm</time></a>					</div><!-- .comment-metadata -->
222
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224
225				<div class="comment-content">
226					<p>Will states 1/3 of listed policies, 401k, and retirement plans are to be distributed to 3 named persons.  Some of these plans individually only list one of the named persons on the will.  Does the will override the beneficiary listed on the plan also listed on the will as a equal split between all 3 parties?</p>
227				</div><!-- .comment-content -->
228
229				<div class="reply"><a rel="nofollow" class="comment-reply-link" href="#comment-12607" data-commentid="12607" data-postid="89" data-belowelement="div-comment-12607" data-respondelement="respond" data-replyto="Reply to Denise" aria-label="Reply to Denise">Reply</a></div>			</article><!-- .comment-body -->
230		<ol class="children">
231		<li id="comment-15012" class="comment byuser comment-author-admin bypostauthor odd alt depth-2">
232			<article id="div-comment-15012" class="comment-body">
233				<footer class="comment-meta">
234					<div class="comment-author vcard">
235												<b class="fn">Flanders Law Firm LLC</b> <span class="says">says:</span>					</div><!-- .comment-author -->
236
237					<div class="comment-metadata">
238						<a href="https://www.minnesotaestateplanningblog.com/resources/#comment-15012"><time datetime="2016-07-18T20:36:18+00:00">July 18, 2016 at 8:36 pm</time></a>					</div><!-- .comment-metadata -->
239
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241
242				<div class="comment-content">
243					<p>Minnesota law is clear that beneficiary designations on accounts control how the money is conveyed to the named beneficiaries.  However, if there is evidence of a different intent (for example, the Will) then you have a question of fact as to what the deceased person meant to do.  Talking with a qualified attorney who know the law on the subject would be a good start.</p>
244				</div><!-- .comment-content -->
245
246				<div class="reply"><a rel="nofollow" class="comment-reply-link" href="#comment-15012" data-commentid="15012" data-postid="89" data-belowelement="div-comment-15012" data-respondelement="respond" data-replyto="Reply to Flanders Law Firm LLC" aria-label="Reply to Flanders Law Firm LLC">Reply</a></div>			</article><!-- .comment-body -->
247		</li><!-- #comment-## -->
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250		<li id="comment-44347" class="comment even thread-odd thread-alt depth-1 parent">
251			<article id="div-comment-44347" class="comment-body">
252				<footer class="comment-meta">
253					<div class="comment-author vcard">
254												<b class="fn">Cheryl</b> <span class="says">says:</span>					</div><!-- .comment-author -->
255
256					<div class="comment-metadata">
257						<a href="https://www.minnesotaestateplanningblog.com/resources/#comment-44347"><time datetime="2023-07-31T06:55:04+00:00">July 31, 2023 at 6:55 am</time></a>					</div><!-- .comment-metadata -->
258
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261				<div class="comment-content">
262					<p>My father passed away earlier this year. He left me a Living Trust Investment account, which I first learned about one month &#8220;after&#8221; his death from two siblings who are named as the Trustee&#8217;s. I am listed as sole Beneficiary to this revocable Living Trust account. My concern is the Trust Agreement was set up as monthly payment distribution as stated in the Trust Agreement as, Trustee shall analyze my income I receive each month from other sources &amp; then Trustee may make a decision to distribute some of the net income of the Trust (not to exceed $500 per month) to supplement my other income. Then it states that the procedure should be followed each month until I am covered by Medicare. After I obtain Medicare coverage, all of the net income of the Trust shall be paid to me in semi-annual payments.  I brought this up with Trustee&#8217;s (2 siblings) out of concern not to try to obtain or speed up the net income of Trust distribution process, but asked if they could change the agreement to remove Medicare &amp; replace with until I turn the age of 65 to reflect what my father&#8217;s wishes were. I am 60 years of age &amp; I have been covered by Medicare due to a disability for several years as a SSDI Beneficiary. My father was aware of this, but Trustee&#8217;s thought I was receiving Medicaid benefits with my income source as  County/State. Not at all the case. I am told by Trustee that they can change to reflect age 65 &amp; keep the momthly payment schedule (this was my request). Then I am told two days later I need to provide proof of my income &amp; Medicaid from my Financial Worker? I contacted Medicare &amp; we had one Trustee invited to the phone call. Medicare confirmed my disability &amp; coverage through Medicare. Trustee stated in this 3-way conversation that since my name is on the Trust, the Trustee&#8217;s will no longer manage the Trust &amp; it will be changed in to my name &amp; as Beneficiary of the Trust, I can manage the Trust myself. Is this possible &amp; is this type of change in my best interest for tax purposes? The Trust Agreement also states that upon my death, the remaining principal &amp; income of the Trust shall be distributed to my children who are named in this agreement. I am quite confused &amp; seeking clarification.</p>
263				</div><!-- .comment-content -->
264
265				<div class="reply"><a rel="nofollow" class="comment-reply-link" href="#comment-44347" data-commentid="44347" data-postid="89" data-belowelement="div-comment-44347" data-respondelement="respond" data-replyto="Reply to Cheryl" aria-label="Reply to Cheryl">Reply</a></div>			</article><!-- .comment-body -->
266		<ol class="children">
267		<li id="comment-44580" class="comment byuser comment-author-admin bypostauthor odd alt depth-2">
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269				<footer class="comment-meta">
270					<div class="comment-author vcard">
271												<b class="fn">Flanders Law Firm LLC</b> <span class="says">says:</span>					</div><!-- .comment-author -->
272
273					<div class="comment-metadata">
274						<a href="https://www.minnesotaestateplanningblog.com/resources/#comment-44580"><time datetime="2023-09-07T15:50:45+00:00">September 7, 2023 at 3:50 pm</time></a>					</div><!-- .comment-metadata -->
275
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277
278				<div class="comment-content">
279					<p>Hello.  Please give me a call at 612-424-0398.  I would be happy to discuss this with you.</p>
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314					<a href="https://www.minnesotaestateplanningblog.com/how-to-set-up-a-trust-for-your-grandchildren-in-minnesota/">How to Set Up a Trust for Your Grandchildren in Minnesota</a>
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320					<a href="https://www.minnesotaestateplanningblog.com/the-imporant-of-updating-your-wills-in-minnesota/">The Importance of Updating Your Wills in Minnesota</a>
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372					<a href="https://www.minnesotaestateplanningblog.com/the-imporant-of-updating-your-wills-in-minnesota/">The Importance of Updating Your Wills in Minnesota</a>
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375					<a href="https://www.minnesotaestateplanningblog.com/effective-cabin-trusts-in-minnesota/">Effective Cabin Trusts in Minnesota</a>
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378					<a href="https://www.minnesotaestateplanningblog.com/how-to-start-a-probate-in-minnesota/">How to Start a Probate in Minnesota</a>
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