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5 Results

  • How to Retire: An Attorney's Perspective

    You work your whole career with the goal of someday retiring. This seminar covers the crucial years leading up to your retirement date, the active years of your retirement, and the winding down of your retirement years. Subjects will include: Estate planning while working, during retirement and at the end of life When to take your Social Security, Key financial products and services available in the market (Medicaid complaint annuities, Long Term Care Insurance, Life Insurance Long Term Care Riders) What to look for in a professional (Financial Advisor, CFP, RIA, Fiduciary)? The final plans before the end – what can be too little too late? Please bring your questions, this class is an interactive forum.
    Tue, Jun 18
    6:30 - 8:00 PM
    Normandy Park Education Center
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  • Why You Can’t Always Trust Your Trust

    The trust is a very popular component and tool to be used in our Estate Planning. However, there are a variety of vastly different Trust options to be used and the question arises: “Am I using the right Trust for my needs and goals?” Often used Trusts include: Living Trusts, Testamentary Trusts and Irrevocable Trusts, each serves a different purpose, each has a different result. One common problem that often needs addressing is the over-utilization of the Living Trust for goals or problems that it does not resolve. For example, “Does my Living Trust protect my assets against Medicaid and the nursing home?” The answer is probably not. The Irrevocable Trust and the Testamentary Trust each have their strengths and weaknesses as well. We will clearly define the strengths and weaknesses of these different types of Trusts and when to use them. Explore your goals and wishes to see where they fall in the realm of Trusts. Class encourages questions and we hope to provide answers that will set your mind at ease or assist you in the decision making in this area.
    Thu, Dec 12
    6:30 - 8:00 PM
    Online
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  • How to Pay for the Nursing Home: An Attorney's Perspective ONLINE

    The biggest fear for most baby boomers is how to pay for the nursing home and still leave an inheritance for the next generation. We will walk through the following questions and more including: How will I meet my nursing home goals? Is Long Term Care Insurance for me? What about home healthcare? Should I gift my money away? Would I qualify for Medicaid? What about my current Trust, does it protect my assets and avoid the nursing home? What is the 60-month claw back? What if my spouse goes into the nursing home and exhausts our money? Get the answers to these and other questions and learn how to create an effective plan to deal with these uncertainties.
    Wed, Jul 17
    6:30 - 8:00 PM
    Online
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  • Q&A with a Minnesota Will & Trust Planning Attorney (ONLINE)

    This is a relaxed and friendly open-forum seminar for participants with a seasoned Will & Trust attorney. Questions like: Should I avoid Probate? Is a Will good enough? Do I need a Trust? How does my plan deal with the nursing home? How do we gift the assets of husband and wife? What about separate assets not of the marriage? If I am alone, what tools protect me best? How do I decide who should serve in my estate plan? What is the death tax? How do I avoid leaving a mess for my children? Which Trust is best for my needs? Can I use a Transfer-On-Death Deed? How do my retirement assets operate in my Will or Trust? All questions will be answered!
    Thu, Aug 8
    6:30 - 8:00 PM
    Online
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  • Strategies to Protect the House, Farm, Cabin & More, Before & After Your Death

    The Concern: Family has cabin, homestead, hunting land, farm or second home: How do we protect this family legacy and move its use and enjoyment into the future? The Problem: Various sources and forces threaten its very existence: The nursing home and Medicaid (MA), estate taxes, family divorces, creditor and bankruptcy issues, taxes and operating expenses, unequal resources of owners, the in-laws, and use and enjoyment equality. The Answer: We will provide real-life solutions and explore four paths to resolution that will solve our problems without driving the family apart or sacrificing the family legacy asset.
    Mon, May 6
    6:30 - 8:00 PM
    Online
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    Starting Soon