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  • SO YOUR THINKING ABOUT LEAVING MINNESOTA, AN ATTORNEYS PERSPECTIVE ON HOW TO DO IT

    A vital part of every retirement or resettlement discussion involves the roadmap of issues that help us decide where we want to call home! Is it Taxes, the Political Landscape, the Weather, the location of Family assets, Debt or Income concerns in Retirement, Cost of Living, Health Concerns or . . . our Friends are already there! When should we start this discussion? Did you know many States do not tax Social Security, Pensions or other Qualified Retirement Income sources? Which are the worst states for Estate Taxes? How do we establish Domicile? How about quality of medical resources and retirement facilities – who is good, who is not-so-good? All these issues will be raised and discussed in an open and friendly manner with questions encouraged. **This is a live zoom class. A link will be sent 1-2 days prior.**
    Tue, Aug 5
    6:30 - 7:30 PM
    Offsite
    View more info
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    HOW TO RETIRE FROM THE ATTORNEYS 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: (i) Estate planning while working, during retirement and at the end of life, (ii) When to take your Social Security, (iii) Key financial products and services available in the market (Medicaid compliant annuities, Long Term Care Insurance, Life Insurance Long Term Care Riders), (iv) What to look for in a professional (Financial Advisor, CFP, RIA, Fiduciary)?, and (v) the final plans before the end – what can be too little too late? Please bring your questions, this class is an interactive forum. **This is a live zoom class. A link will be sent 1-2 days prior.**
    Mon, Jul 14
    6:30 - 7:30 PM
    Offsite
    View more info