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7 Results

  • How Wills and Trusts Can and Cannot Help You

    What is estate planning and why is it crucial? This class explores the purposes for estate planning; basic plans for married couples and single individuals; and reviews wills and trusts in detail. Also reviewed are power of attorney, guardianship, health care directive and the probate process. A well-planned estate will allow the maker to stay in control even in the event of disability and will avoid probate and unnecessary fees and delays upon death.
  • Medicare 101

    Planning for Medicare is intimidating. If you or a family member is nearing the age of 65, you should plan to attend to learn the basics of what Medicare is, how it works, how to avoid penalties, and what you need to know to prepare yourself for this process.
  • NEW! Lunch & Learn at a Funeral Home

    You've attended a funeral before and have likely left with thoughts about planning for your own farewell. What would you want? What would you not want? How do you make sure these wishes are carried out? Come join us for lunch and learn at a local funeral home to ask questions, get answers, and uncover the benefits of getting a plan together in advance. Soup, sandwiches, salad, and dessert served.
  • 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.
  • Questions and Answers with a MN Will and Trust Planning Attorney

    This is a relaxed and friendly open-forum seminar for participants with a seasoned Will & Trust attorney. You may have questions like: Should I avoid probate? Is a Will good enough? Do I need a Trust? How does my plan deal with a 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 will 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.
  • 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.