JAK + CO.

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Choosing a Personal Representative for Your Estate, Part 1: Why It Matters

February 4, 2021 By JAK + CO.

Choosing a Personal Representative for Your Estate | JAK + CO.

By Cynthia McLagan, EA  Choosing a personal representative is one of the most consequential decisions you’ll make when planning your estate. Failing to choose the right person—family member or otherwise—could result in the mismanagement of your estate. This, of course, could cause your wishes to be disregarded. If you don’t name a personal representative in your will, […]

Filed Under: Cynthia McLagan Tagged With: Accounting, accounting firm, Audit, Beneficiaries, benefits, Bookkeeping, Business, business consulting, Business Management

Choosing a Personal Representative for Your Estate, Part 2: Avoiding Family Feuds

February 4, 2021 By JAK + CO.

Choosing a Personal Representative for Your Estate

By Cynthia McLagan, EA  In Part 1 of this two-part blog series, I explained the role of a personal representative and why it’s so critical to your estate. You can read it here.  When choosing a personal representative for your estate, your first choice is likely to be a family member, such as your eldest child. But this might not always […]

Filed Under: Cynthia McLagan Tagged With: Accounting, accounting firm, Audit, Beneficiaries, benefits, Bookkeeping, Business, business consulting, Business Management, Business Succession

Quick Reference Guide: What to Do When Someone Passes

January 9, 2020 By JAK + CO.

By Cindy McLagan, EA The overwhelming emotions you may experience after losing a loved one are difficult enough. Add in the task of handling their personal affairs, and the situation can begin to feel downright discouraging and intimidating. To help you through the process, I’ve assembled a list of tasks you can use as a […]

Filed Under: Cynthia McLagan, Estate and Trust Tagged With: Estate, Estate Planning, Estate Tax, Tax

3 Must-Have Professionals for Your Estate Planning Team

January 25, 2019 By JAK + CO.

Estate Planning Minneapolis - Estate Accountant St. Paul, MN

By Cindy McLagan, EA Estate planning is the process of determining what will happen to your funds, assets, and general finances after your death. While it may not be the most pleasant thing to think about, JAK estate planning services helps ensure your wishes are carried out in the future. A wise first step is […]

Filed Under: Accounting, Cynthia McLagan, Estate and Trust, Financial Advisor, Individual Tax

Which Type of Trust is Best for You?

May 23, 2018 By JAK + CO.

Type of Trust

By Cindy McLagan, EA  If you’re looking for a way to minimize gift and estate taxes, creating a trust could be a solution. Many types of trusts exist, and each has a specific purpose. The type you choose—as well as how it’s created—will depend on what you’re trying to accomplish. Although establishing a trust requires […]

Filed Under: Cynthia McLagan, Estate and Trust, Financial Advisor Tagged With: Estate, Estate Planning, Estate Tax, Financial Advisor

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John A. Knutson & Co., PLLP

John A. Knutson & Co., PLLP, (JAK) is a Twin Cities-based accounting firm serving clients throughout Minnesota and beyond. A Team Committed to Quality Beyond Expectations

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