Centennial Community Education

As an executor, personal representative, power of attorney, or guardian, this class will help you figure out your responsibilities. Understand the difference between these roles, who you should appoint, and what to do once you are appointed. This instructor is an attorney practicing in the areas of estate planning and probate. Question & answer time included.

The Concern: Our family has a cabin, homestead, hunting land, farm or second home; how do we protect this family legacy and move its use and enjoyment in the future? The Problem: Various sources and forces threaten their 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’s legacy asset. A Zoom link will be sent to the email used for registration. If registering as a couple, only select one person during the registration process. The name of your partner will be asked as a question during checkout.

We'll walk through (in-depth) an actual Minnesota Probate Estate from filing of the Application for Probate to the Final Accounts, and all the steps in between. Learn the entire process with current forms, court and filing requirements, accounting and procedural steps, as well as the procedures for the sale and distribution of estate assets. Discuss the roles, responsibilities, and liabilities of a person who is appointed as the Executor/Personal Representative. The class will be filled with real-life examples and solutions to the multitude of issues involving a typical (or not typical) Minnesota Probate Estate. This class encourages questions: Is there a reading of the Will? What about personal items? Does the Executor get paid? What about estate bills and creditors? We will provide the answers. If registering as a couple, please only add one person to your cart. The name of your partner will be asked during the checkout process.

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.

It’s critical to have a solid understanding of investment tax types to make informed decisions and review tax strategies that may have an impact on your tax bill. Learn how future tax changes may affect your retirement, key planning ages, how Social Security benefits are taxed, tips for working more efficiently within current tax brackets, and ways to create tax-free retirement income.

How do I maximize my Social Security benefits? Explore claiming rules and strategies for couples, divorcees and widowed surviving spouses to show you how to get the most out of your Social Security benefit. Discuss the important role Social Security plays in your overall retirement planning, ways to maximize your benefits and how to avoid becoming a victim of the “Widow Trap." You should attend if you are within 10 years of retirement. If registering as a couple, only register one person. The name of the person attending with you will be asked during the checkout process.