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17 Results

  • 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.
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  • How to Pay for the Nursing Home: An Attorney's Perspective (Virtual)

    The biggest fear for most baby boomers is how to pay for the nursing home and still leave the next generation something. With ever changing estate planning laws and great increases in nursing home costs, the fear is real. In today’s world you need to understand what your options are. Is long term care insurance for you? What about home care? Should you gift your money away? Will you qualify for Medicaid? What about a current Trust, does it avoid the nursing home? What is the 60-month claw back? What if your spouse goes into the nursing home and exhausts your combined money? Walk through these questions and many more, including how to plan and place your assets to meet your nursing home goals. Please provide an email address upon registration for sending of Zoom invite. If registering as a couple, only add one person to your cart. The name of your partner will be asked during the checkout process.
  • Let's Probate an Actual Minnesota Estate

    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.
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  • 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. 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.
  • 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. If registering as a couple, only select one person at time of registration. The name of your partner will be asked as a question during checkout.
  • NEW! Beginner's Guide to Starting a FREE Blog (Virtual)

    Online blogging is a great way to get the word out about you, your service, your product, or information you want to share. You will learn step-by-step how to: Start a FREE blog with WordPress Choose a blog template Emphasize your blog content with a creative name Use your unique voice to share your expertise Connect your domain/website You will also learn how to earn an income with your blog, including links to other websites and advertising on your blog, as well as increase your internet ranking. Informative handouts for future use are included in the class fee. A link for the class will be sent to the email identified when registering.
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  • NEW! Chronic Heart Condition or Diabetes and on Medicare A & B?

    Do you check your blood sugar daily and take insulin, or have you been told by your physician that you have a cardiovascular or chronic heart condition? Beginning January 2025, new information is now available for custom plans that can assist with your Medicare A & B, which include benefits and services tailored to support qualifying conditions. In this course, those enrolled in Medicare A & B can learn how to apply and see if they qualify for these plans due to specific types of health conditions. We will also discuss the Extra Help program and go over the application criteria to qualify for extra help to pay Medicare prescription drug costs. Please join us to learn more. If registering as a couple, please only add one person's name to the cart. The name of your partner will be asked in a question during the checkout process.
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  • NEW! How to be an Airbnb Owner

    Airbnb and VRBO (short-term rental) are ways people make money. Is this right for you? Come learn from an Airbnb owner how to find property, set up your rental, potential risks and problems and how to set yourself up for success. An interactive class with real life examples. If registering as a couple, only add one person's name to the cart. The name of your partner will be asked as a question during the checkout process.
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  • NEW! Intro to Medical Terminology (Virtual)

    Medical terminology is the first step to any career in the medical field or simply to understand your family’s medical visits. No prior experience necessary. This highly specialized language involves word building with root words, prefixes, suffixes, and abbreviations. You will leave with a solid foundation of medical language, as well as basic medical billing and coding terminology. After submitting and passing the open-book exam included in the workbook you receive in class, you will earn a Certificate of Completion. A link for the class will be sent to email used for registration.
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  • 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 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.
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  • 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 partner will be asked as a question during checkout.
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  • The Special Needs Trust: Estate Planning for Grandparents, Parents and Families With Special Needs Children (Virtual)

    One should ask: Is it better to have a formal plan in place, or leave things to future family dynamics and the ever-changing benefit system? Did you know with proper planning, both while they are alive and after they have passed, grandparents, parents and family can take care of a child, grandchild, or family member with special needs in their estate plan? Yes, and such planning will not adversely affect the benefits and programs which the person with special needs has available to them. Discuss how to properly protect your assets and provide for the future benefit of the loved one with special needs. Whatever the type of asset (tangible, income producing or other) there are options you should know. Explore how the special needs trust fits your estate planning, planning for the future of your loved one with special needs, and pros and cons of the special needs trust. A Zoom link and handouts will be sent to the email given during registration.
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  • Veterans on Medicare - Learn how VA or TRICARE for Life and Medicare A & B Work Together

    Thank you for your service. We so appreciate the service and sacrifice that our veterans and military retirees have provided to our country. When it comes to your health, we want to be sure you are not missing any benefits available to you. Come discuss how MN veterans can access additional benefits to complement the coverage you may already have through the VA, or TRICARE For Life along with your Medicare A & B. If you are a veteran, or know a veteran of the Armed Forces, this class is designed to assist our veterans in getting all the health care benefits each is entitled to receive.
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  • Why You Can't Always Trust Your Trust (virtual)

    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 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. 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. A zoom link will be sent to the email used during registration.
  • 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 more than one million dollars or who need a Trust as well. Couples must register individually.
  • 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 is required; packet will be sent prior to class. NOTE: This is a "simple will" class, not appropriate for those who have assets of more than three million dollars or who need a Trust as well. Couples must register individually.