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  • NEW! The 10 Important People You Need for Your Estate Plan to Work

    In each Minnesotan’s life, there are ten people we should be prepared to count on as we age and move into the last stages of our life. In this class we will learn the answers to: What are the roles and responsibilities of these people? How long do they serve and how much of a time commitment are we asking? How much guidance can we give them? Who makes an ideal selection for each of these vastly different roles? Who makes a bad selection for these roles? What pitfalls and problems should we be aware of? These jobs include Attorney-In-Fact, Health Care Agent, Estate Executor, Trustee, Guardian and more. All are vastly different jobs that benefit you and they deserve careful thought. This class encourages questions. We will provide the answers.
  • Trust and Long-Term Estate Planning: Why You Can't Always Trust Your Trust

    A 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?" Trusts often used 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 no. 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.
  • Write Your Own Health Care Directive/Power of Attorney

    If you become incapacitated who will carry out your wishes regarding your health care and personal financial affairs? By having a plan, you get to make your own choices. Learn about and draft a Health Care Directive and a Power of Attorney using a computer. Participants will leave with a valid Health Care Directive and Power of Attorney. Packet sent prior to class as some prep work required. Should be comfortable using a computer.