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4 Results

  • How to Retire from the Attorney's Perspective

    You work your whole career with the goal of someday retiring. Discuss the importance of the crucial years leading up to your retirement date, the active years of your retirement and the winding down of your retirement years. Topics include: estate planning while working, during retirement and at the end of life, when to take your Social Security, key financial products and services 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)?, and the final plans before the end – what can be too little too late? Please bring your questions, this class is an interactive forum.
    Tue, Aug 6
    6:30 - 8:00 PM
    Falcon Ridge Middle School
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  • Sean (flickr) (CC BY 2.0)

    Let's Probate an Actual Minnesota Estate

    Walk-thru an actual Minnesota Probate Estate from the 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. Explore 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.
    Mon, Jun 10
    6:30 - 8:00 PM
    Falcon Ridge Middle School
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  • So You Are Thinking About Leaving Minnesota? An Attorneys Perspective

    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 weather, the location of family assets, debt or income concerns in retirement, cost of living, health concerns or...friends in the area. 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.
    Tue, Jul 9
    6:30 - 8:00 PM
    Falcon Ridge Middle School
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  • 90 Minutes with a Will and Trust Planning Attorney

    A relaxed and friendly open-forum seminar for participants with a seasoned Will & Trust attorney. Questions like: Should I avoid Probate? Is a Will good enough? Do I need a Trust? How does my plan deal with the 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!
    Tue, Sep 10
    6:30 - 8:00 PM
    Scott Highlands Middle School
    Min Age
    18 yr.
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