4 Results
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Estate Planning: Why You Can't Always Trust Your Trust LIVE OnlineEnrichmentEstate Planning: Why You Can't Always Trust Your Trust LIVE Online The trust is a very popular component and tool to be used in our Estate Planning. However, there is a variety of vastly different trust options available. Are you using the right one? Often used trusts include: living trusts, testamentary trusts and irrevocable trusts, each serving a different purpose, with various strengths and weaknesses. We will clearly define the strengths and weaknesses of these different types of Trusts and when to use them. Class encourages questions.Spring / Summer 2025
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Why Your Parent’s Estate Plan Is Important To You LIVE OnlineEnrichmentWhy Your Parent’s Estate Plan Is Important To You LIVE Online In this class we will take an in-depth review of the many issues that may be faced from our parents estate plan (or lack thereof) such as: creating a difficult probate, loss of assets to the Nursing Home, fighting amongst the children, the continued life of the surviving parent, legacy assets and others. Actual Minnesota examples of all of the above challenges and how they can be avoided with simple planning will be discussed. All questions will be answered in an open and friendly forum.Spring / Summer 2025
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How To Retire From The Attorneys PerspectiveEnrichmentHow To Retire From the Attorneys Perspective LIVE Online 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. 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; what to look for in a professional advisor; and the final plans before the end. Please bring your questions, this class is an interactive forum.Spring / Summer 2025
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Estate Essentials: Q&A with a Minnesota Will & Trust Attorney LIVE OnlineEnrichmentEstate Essentials: Q&A with a Minnesota Will & Trust Attorney LIVE Online This is a relaxed and friendly open-forum for participants with a seasoned will & trust attorney. Questions will be answered: Should I avoid Probate? Is a Will good enough? Do I need a Trust? How does my plan deal with the nursing home? If I am alone, what tools protect me best? 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? All questions will be answered!Spring / Summer 2025