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10 Results

  • *NEW* Wild Mushrooms 101

    Are you interested in learning how to identify and forage for wild mushrooms? Join mushroom identification and foraging expert, Ariel Bonkoski, for a class on basic mushroom knowledge, how to identify your wild mushroom finds, learn about some common edible mushrooms in our area, as well as toxic species to know, and how to continue your mushroom journey. You will have some hands-on experience with wild mushrooms that Ariel will bring. Please bring paper and pen to takes notes if you wish.
    New
  • Four Successful Strategies to Protect the House Farm, Cabin (Virtual)

    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 its 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.
  • How to Pay for the Nursing Home: An Attorney's Perspective

    We all come into the world with nothing and leave with nothing. 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. If registering as a couple, only add one person to your cart. The name of your partner will be asked during the checkout process.
  • How to Retire: An Attorney's Perspective

    You work your whole career with the goal of someday retiring. This seminar covers the crucial years leading up to your retirement date, the active years of your retirement, and the winding down of your retirement years. Subjects will include: Estate planning while working, during retirement and at the end of life When to take your Social Security Key financial products and service available in the market (Medicaid compliant annuities, Long Term Care Insurance, Life Insurance Long Term Care Riders) What to look for in a professional (Financial Advisor, CFP, RIA, Fiduciary) The final plans before the end, what can be too little too late. Please bring your questions, this class is an interactive forum. 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.
  • 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 checkout.
  • 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.
  • 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.
  • 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.