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6 Results

  • Retirement: Making Your Money Last

    How do your spending habits need to change once you've retired? Edward Jones Financial Advisor, Colin Scully, will take you through what the first few years and beyond might look like--and how you can make choices that impact how your money lasts. This will be a zoom class with lots of time for questions--so bring them along with you! A link will be sent 1-2 days prior to class.
  • Keeping the Cabin, Farm or Real Estate in the Family

    The division of Mom and Dad’s estate can lead to bitter battles between the children and even grandchildren and impact their relationships forever. When the next generation deals with these important family legacy assets questions and issues often arise: Who will pay the taxes? What if one family member uses it more or does all the work? Who pays for what? How can I ensure my children receive equal inheritance? What effect will estate taxes have? What about Medicaid and the Nursing Home – how can we lose these properties without taking action? Get the answers to these and other questions and learn how to keep the cabin, business, farm, or other important family legacy property in the family without driving the family apart. **This is a live zoom class--a link will be sent out 1-2 days prior.**
  • Let's Probate an Actual MN Estate

    In this class we will walk-thru (in depth) an actual Minnesota Probate Estate from the filing of the Application for Probate to the Final Accounts . . . and all the steps in between. Class participants will 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. We will also 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. **This is a live zoom class. A link will be sent 1-2 days prior.**
  • Save Money with Extreme Couponing!

    Learn how to save $$$ every day with extreme couponing. Coupons are NOT just for groceries. The savings can add up to HUNDREDS or even THOUSANDS of dollars every year. This comprehensive workshop will teach you: where to find all different types of coupons, even for high ticket items how to find the best coupon apps and websites how to match coupons with sales for maximum savings This workshop is taught by someone who has used many couponing secrets to save thousands. A detailed tutorial will be emailed to set up your free Zoom account, then the webinar login information and materials will be sent the day of class. **This is a live zoom class. The link will be sent 1-2 days prior.
  • The Special Needs Trust: Estate Planning for Grandparents, Parents & Families with Special Needs Children

    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! This class will discuss how to properly protect your assets and provide for the future benefit of the loved one with special needs. Whatever the type of the asset (tangible, income producing or other) there are options you should know. We will discuss how the special needs trust fits into your estate planning, planning for the future of your loved one with special needs, and pros and cons of a special needs trust.
  • How to Pay for the Nursing Home: An Attorney's Perspective

    The biggest fear for most baby boomers is how to pay for the nursing home and still leave an inheritance for the next generation. We will walk through the following questions and more including: How will I meet my nursing home goals? Is Long Term Care Insurance for me? What about home healthcare? Should I gift my money away? Would I qualify for Medicaid? What about my current Trust, does it protect my assets and avoid the nursing home? What is the 60-month claw back? What if my spouse goes into the nursing home and exhausts our money? Get the answers to these and other questions and learn how to create an effective plan to deal with these uncertainties. **This is a live zoom class. Expect to get a link sent to you a day or two before class.**