Thinking of Selling Your Home? Discover the 7 Essential Steps for Seniors Get the information you need to make your next move with confidence. This fun and interactive session will guide you through the 7 key steps to consider when selling your home and planning your next move. Our experienced presenters will share practical tips to help you maximize your return and avoid common pitfalls—whether you're downsizing, relocating, or simply ready for a change. Join us and take the stress out of your next chapter!

This class covers common pitfalls, misconceptions and just plain bad information out in today’s marketplace. We will discuss and provide detailed information on the tools and strategies to ensure: (i) a peaceful transition between generations, (ii) a clear understanding of tax implications of your choices, and (iii) the best methods to protect your hard-earned assets. Attending this class will help you gain valuable insights and experience to make informed decisions for you and your family’s future. All questions are welcome in this open-room presentation.

Join us for an educational presentation for anyone who wants to know more about Medicare! New to the world of Medicare or thinking of changing your plan? We will discuss Parts A, B, C, & D of Medicare, the application process, estimated costs, supplements, MAPD, and how to determine the right time to sign up. This an ideal course for people turning 65, those over 65 and coming off their employer medical plan, as well as those currently enrolled in Medicare.

Four Successful Strategies to Protect the House, Farm, Cabin & More-Before and After Your Death Does your family have a cabin, homestead, hunting land, farm or second home? How do you protect this family legacy and move its use and enjoyment into the future? Various sources and forces may threaten its very existence like the nursing home and Medicaid (MA), estate taxes, family divorces, creditor and bankruptcy issues, taxes and operating expenses, unequal resources of owners, the in-laws, and use and enjoyment equality. Gain real-life solutions and explore four paths to resolution that will solve problems without driving the family apart or sacrificing the family legacy asset.

So you're thinking about leaving Minnesota, an Attorney's perspective on how to do it. 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 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. For Classes at Gladstone Park in the main lot on Manton St and enter through door 1E. The gym is to the right of the lobby and the classrooms are down the first hallway on the left.