Skip to content

6 Results

  • 4 Successful Strategies To Protect the House, Farm, Cabin & More

    The concern: Our family has cabin, homestead, hunting land, farm or second home: How do we protect this family legacy and love its use and enjoyment into the future? The problem: Various sources and forces threaten its very existence: 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. The answer: We will provide real-life solutions and explore four paths to resolution that will solve our problems without driving the family apart or sacrificing the family legacy asset.
  • Preventing Elder Financial Abuse

    Elder financial abuse, also known as financial exploitation, is the illegal or unauthorized use of an older adult’s funds or resources for the benefit of someone othert than the older adult. This includes fraud, theft, and act of deception to gain control over a senior’s money or property. You will learn about common types of financial abuse, indicators, and signs, how to report and get help. This class is for older adults and their families.
  • Questions & Answers with a Minnesota Will & Trust Planning Attorney

    This is a relaxed and friendly open-forum seminar for participants with a seasoned Will & Trust attorney. Questions like: Should I avoid Probate? Is a Will good enough? Do I need a Trust? How does my plan deal with the nursing home? How do we gift the assets of husband and wife? What about separate assets not of the marriage? If I am alone, what tools protect me best? How do I decide who should serve in my estate plan? 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? How do my retirement assets operate in my Will or Trust? All questions will be answered!
  • So You’re Thinking of Leaving Minnesota?

    A 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.
  • The Special Needs Trust: Estate Planning for Grandparents, Parents, and Families with Special Needs Members - Online Course

    One Should Ask: Is it better to have a formal plan in place, or leave things to future family dynamics and the ever changing benefit system? Did you know with proper planning, both while they are alive and after they have passed, grandparents, parents and family can take care of a child, grandchild or family member with special needs in their estate plan? Yes, and such planning will not adversely affect the benefits and programs which the person with special needs has available to them! This class will discuss how to properly protect your assets and provide for the future benefit of the loved one with special needs. Whatever the type of the asset (tangible, income producing or other) there are options you should know. We will discuss how the special needs trust fits into your estate planning, planning for the future of your loved one with special needs, and pros and cons of a special needs trust.
  • Why You Can’t Always Trust Your Trust

    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 to be used and the question arises: “Am I using the right Trust for my needs and goals?” Often used Trusts include: Living Trusts, Testamentary Trusts and Irrevocable Trusts, each serves a different purpose, each has a different result. One common problem that often needs addressing is the over-utilization of the Living Trust for goals or problems that it does not resolve. For example, “Does my Living Trust protect my assets against Medicaid and the nursing home?” The answer is probably not. The Irrevocable Trust and the Testamentary Trust each have their strengths and weaknesses as well. We will clearly define the strengths and weaknesses of these different types of Trusts and when to use them. Explore your goals and wishes to see where they fall in the realm of Trusts. Class encourages questions and we hope to provide answers that will set your mind at ease or assist you in the decision making in this area.