Skip to content

5 Results

  • Colin Poellot (flickr) (CC BY 2.0)

    Keeping the Cabin, Business and Farm in the Family

    Division of an estate can lead to bitter battles between siblings and impact their relationships forever. Who will pay the taxes? What if one family member uses it more or does all the work? How can you ensure your children receive equal inheritance? What effect will estate taxes have? Get the answers to these and other questions and learn how to keep the cabin, business, farm or other property in the family without driving the family apart.
  • The Baby Boomer’s Guide to Medicare Planning - learn the Medicare Basics

    Are you turning 65 and wondering about Medicare? Would you like to understand Medicare Part A & B as well as the difference between Medicare supplements and Advantage plans? What are your choices if you are working and have a group plan? Learn when you can enroll and where you can make some comparisons so you can select the right option for you. Presented via PowerPoint with take away handouts and reference guide. Class is generic and educational. Optional one-on-one meeting provided free of charge to attendees to discuss specific options and available plans if so desired.
  • The Special Needs Trust: Estate Planning for Grandparents, Parents and 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.
  • Trusts and Wills

    Compare trusts and wills and learn which is best for you. Learn what estate planning entails including property and how to avoid probate in case of disability or death. Understand the probate process and when it is and isn't necessary and why. Make informative estate planning decisions.
  • Write Your Own Power of Attorney and Healthcare Directive

    Everyone should have a health care directive and a power of attorney whether you are 18 or 80. Without these important documents, it can be difficult for your loved ones to get health care information, make health care decisions on your behalf or handle your financial affairs if you should become incapacitated. Gain valuable information and tools to organize your affairs. Receive instructions and professionally prepared forms, and have access to witnesses and a notary public. Must bring your driver’s license for identification. This class is a great supplement to the Writing your Own Will class. Sorry, no discounts apply.