3 Results
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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
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Trusts and Long-Term Estate Planning: Why You Can’t Always Trust Your TrustMoney MattersCurious about which trust is right for your estate planning? In this class, we’ll explore Living, Testamentary, and Irrevocable Trusts, their strengths, weaknesses, and how to choose the best option for your goals. We’ll tackle common misconceptions, like whether a Living Trust protects assets from Medicaid, and answer your questions. Join us to gain clarity and make informed decisions about your estate planning needs.Enrichment Fall/Winter 2026-2027
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So You’re Thinking of Leaving Minnesota?Money MattersA vital part of every retirement or resettlement discussion involves the road map of issues that help us decide where we want to all home! Is it taxes, the political landscape, the weather, the location of family assets, debt or Income concerns in retirement, cost of living, health concerns or our friends are already there! 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.Enrichment Fall/Winter 2026-2027