7 Results
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10 Really Important Reasons of Your Parents' Estate Plan NEWFinancial MasteryYour parent’s estate plan can have a major impact on you and your family. This class explores common challenges that arise with or without a plan, including probate complications, nursing home costs, family conflict, guardianship, privacy, and distribution of assets. Learn how planning affects the well being of a surviving parent, fairness among heirs, and the transfer of important information across generations. Real Minnesota examples will be shared, along with practical steps to help families avoid these issues through thoughtful, proactive planning. For Classes at Gladstone Park in the main lot on Manton St and enter through door 1E. The classrooms are down the first hallway on the left.Fall 26 -
ACT/SAT and College Planning Strategies-VIRTUALFinancial MasteryA growing number of college applicants included test scores in their applications for admission to college this fall, and this growth comes at a time when the ACT and SAT have recently undergone some dramatic changes. Amid the changes, how can your student make sense of the new world of testing and how can test scores fit into their college plans? What do they need to know about the new ACT and SAT? Join us to learn about how these changes may impact your family, and new strategies you should consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid. If you are the parent of a HS student in grades 9-11, this is incredibly important info you will not want to miss. Register today!Fall 26
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Four Successful Strategies to Protect the House, Farm, Cabin & More-Before and After your Death- VIRTUALFinancial MasteryFour 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.Summer 26 -
How to Pay for the Nursing Home: An Attorney's PerspectiveFinancial MasteryPlanning for long term care is one of the biggest concerns for many adults. This class explores how to pay for care while preserving assets for the next generation. Learn about nursing home costs, home healthcare, long term care insurance, gifting strategies, and Medicaid eligibility, including the 60 month look back period. We will also discuss how trusts work, what happens when a spouse needs care, and ways to protect your financial future. Bring your questions and gain practical guidance to help you plan with confidence. For this class, 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.Fall 26 -
Q & A with a Minnesota Will & Trust Planning AttorneyFinancial MasteryGet your estate planning questions answered in a relaxed, welcoming setting with an experienced Minnesota Will and Trust attorney. This open forum is designed for real conversation, so you are encouraged to bring your questions and concerns. Topics may include whether a will is enough or if a trust might be a better fit, how to approach probate, and what to consider when planning for long term care or nursing home costs. You can also learn how to manage shared and separate assets, name the right people to carry out your wishes, and reduce stress for your loved ones. Additional discussion may cover estate taxes, retirement accounts, and tools like transfer on death deeds. Whether you are planning as a couple or on your own, you will receive clear, practical guidance to help you make informed decisions and feel more confident about your future.Fall 26 -
So You're Thinking About Leaving Minnesota? An Attorney’s PerspectiveFinancial MasterySo 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.Summer 26 -
The Special Needs Trust: Estate Planning For Grandparents, Parents And Families With Special Needs Members (VIRTUAL)Financial MasteryPlanning for a loved one with special needs requires thoughtful preparation. This class explores how to create a clear estate plan that provides support without disrupting eligibility for benefits and programs. Learn how special needs trusts work, when they may be appropriate, and the advantages and limitations to consider. We will also discuss strategies for protecting different types of assets and ensuring long term care and financial stability. Gain practical guidance to help you plan with confidence and peace of mind.Fall 26