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11 Results

  • *NEW* 5 Common Mistakes That Can Ruin Your Hard-Earned Retirement

    With our presenter having over 50 years of experience helping Minnesotans who are planning for and reaching their retirement years, we have learned time and time again that whether you are in your 40s, 50s, or 60s there are several milestones and overlooked life areas where mistakes can lead to results that range from discomfort to disaster. Let’s identify those issues for you in a comfortable learning session full of real-life examples and opportunities to get questions and issues answered. If registering as a couple, only add one person to your cart. The name of your partner will be asked during the checkout process.
  • Executor, Trustee or Guardian: Where Do I Start?

    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. Question and answer time included.
  • Let's Probate an Actual Minnesota Estate (Virtual)

    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. A Zoom link and class handout will be sent to the email given during registration. 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.
  • Medicare 101

    Planning for Medicare is intimidating. If you or a family member is nearing the age of 65 you should plan on attending this course 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. If registering as a couple, only select one person at time of registration. The name of your significant other will be asked as a question during the registration process.
  • Medicare 101

    Planning for Medicare is intimidating. If you or a family member is nearing the age of 65, you should plan on attending this course 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. If registering as a couple, only select one person at time of registration. The name of your significant other will be asked as a question during checkout.
  • Questions and Answers with a MN Will and Trust Planning Attorney (Virtual)

    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 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. If registering as a couple, it's only necessary to add one person to the cart when checking out. The name of your partner will be asked as a question during the checkout process.
  • Social Security Claiming Facts & Filing Strategies

    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 add one person to your cart. The name of your significant other will be asked as a question during checkout.
  • Social Security Claiming Facts & Filing Strategies

    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 add one person to your cart. The name of your significant other will be asked as a question during checkout.
  • 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. If registering as a couple, only add one person to your cart. The name of your partner will be asked as a question during the checkout process.
  • 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. Students 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.
  • Write Your Own Will

    Participants should be comfortable using a computer with some typing ability. Prepare a valid will on a computer and learn about probate, estate planning, and wills. Some prep work required; packet will be sent prior to class. NOTE: This is a "simple will" class, not appropriate for those who have assets in excess of one million dollars or who need a Trust as well. Couples must register individually.