Peace of Mind Planning with Yanowitz Law Firm

There’s a tax rule so powerful it can wipe out years of unrealized capital gains—and most families don’t even know it exists. In this episode, Yanowitz Law Firm breaks down the Step Up in Basis , a key tax benefit that can save families thousands on appreciated assets like real estate, stocks, farmland, or family cabins. You’ll learn how this rule resets asset values at death, why selling too earl...

Some assets look simple — until someone passes away. Then they become major headaches. In this episode, Yanowitz Law Firm breaks down the assets that most often create chaos during probate, from timeshares and small business interests to old retirement accounts and forgotten bank accounts. You’ll learn why these items cause complications, how they can delay estate administration, and the smart ste...

What really happens to a safe deposit box when someone dies — and what if the will is inside? In this episode, Yanowitz Law Firm breaks down how safe deposit boxes are handled in Minnesota, including who can access them, what happens when there’s no surviving owner or beneficiary, and the legal steps required to open the box after someone passes. You’ll learn how to avoid delays, prevent access is...

Not all bank accounts are created equal — and the way you title them can make or break your estate plan. In this episode, The Yanowitz Law Firm breaks down the smartest ways to title your accounts to avoid probate, protect your assets, and prevent unintended consequences. Learn the pros and cons of sole ownership, joint accounts, and trust ownership, plus when a “pay on death” designation makes se...

Someone has passed away — now what? In this episode, we walk you through exactly how to start a probate, step by step. You’ll learn where to begin, how long the process typically takes, what deadlines to watch for, and when tax returns come into play. If you’re feeling overwhelmed and unsure what to do next, this episode will give you a clear roadmap so you can move forward with confidence. 👉 Nee...

Think signing your will is the finish line? Not even close. In this episode, Yanowitz Law Firm breaks down the three most common — and surprisingly costly — mistakes people make after signing their will . From misplaced documents and conflicting notes to updates that never get made, these pitfalls can create confusion, spark family conflict, and leave your loved ones navigating a mess you never in...