6 Results
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10 Important Reasons Your Parents’ Estate Plan is Important to YouMoney MattersThis course provides an in-depth review of the challenges associated with parental estate planning. Using 30 years of experience and local Minnesota examples, we examine critical issues such as probate complications, nursing home asset protection, guardianship, and family conflict. Participants will learn how to avoid common pitfalls through proactive planning and the effective exchange of information between generations. All questions are addressed in an open and collaborative environment.Enrichment Spring/Summer 2026
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9 Secrets To Creating An Effective Estate PlanMoney MattersThis course addresses common pitfalls and misconceptions within the current estate planning market. Participants will receive detailed information on the tools and strategies necessary to ensure a peaceful generational transition, understand the tax implications of specific financial choices, and implement the best methods for asset protection. Gain the professional insights needed to make informed decisions for your family’s future in an open, interactive environment.Enrichment Spring/Summer 2026
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How to Retire: The Attorney’s PerspectiveMoney MattersYou 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. Please bring your questions, this class is an interactive forum. Subjects will include: 1. Estate planning while working, during retirement and at the end of life, 2. When to take your Social Security, 3. Key financial products and services available in the market (Medicaid compliant annuities, Long Term Care Insurance, Life Insurance Long Term Care Riders), 4. What to look for in a professional (Financial Advisor, CFP, RIA, Fiduciary)? 5. The final plans before the end – what can be too little too late?Enrichment Winter/Spring 2026 -
Let’s Probate An Actual Minnesota EstateMoney MattersStarting SoonAre you curious about how probate works in Minnesota? Join me for a comprehensive walkthrough of the probate process, from filing to final accounts. You'll learn the essentials, including current forms, court requirements, and procedures for handling estate assets. We’ll also explore the responsibilities of an Executor and answer your questions with real-life examples. Get the answers you need in a supportive, engaging environment.Enrichment Winter/Spring 2026
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Making the Most of Your Long-Term Care Insurance BenefitMoney MattersDo you own long-term care insurance and want a clearer understanding of what it covers? Every policy is different. This class explains covered services, benefit limits, elimination periods, inflation riders, and what triggers coverage. Participants will also learn how to file a claim, what paperwork is required, and how to use their policy effectively for home care or assisted living.Enrichment Spring/Summer 2026
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Questions and Answers with a Minnesota Will and Trust Planning AttorneyMoney MattersJoin a seasoned attorney for an open-forum seminar focused on estate planning essentials. This session addresses Minnesota probate, the differences between Wills and Trusts, and strategies for managing nursing home costs and estate taxes. Participants will learn how to handle retirement assets, Transfer-On-Death Deeds, and complex family dynamics. Bring your specific questions to gain professional clarity and ensure your plan provides a seamless transition for your heirs.Enrichment Spring/Summer 2026