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, weather, location, debt or income, cost of living or health concerns? When should we start this discussion? Did you know many states do not tax Social Security, pensions or other retirement income sources? Which are the worst states for Estate Taxes? All these issues will be discussed with questions encouraged.

This is a relaxed and friendly open-forum seminar 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? What tools protect me best? 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 me? All questions will be answered!

In this class we will take an in-depth review of many issues (and problems) that may be faced from our parents estate plan (or lack thereof) such as: creating a difficult Probate, loss of assets to the Nursing Home, fighting amongst the children, senior care issues, guardianship, privacy, the continued life of the surviving parent, estate tax protection, fairness and equality, legacy assets and the flow of critical information between the generations. With our 30 years of experience, we will discuss actual Minnesota examples of all of the above challenges and how they can be avoided in advance with some simple planning and exchange of information. All questions will be answered in an open and friendly forum.

In each Minnesotan's life, there are ten people we should be prepared to count on as we are and move into the last stages of our lives. In this class we will learn the answers to: What are the roles and responsibilities of these people? How long do they serve and how much of a time commitment are we asking? How much guidance can we give them? Who makes an ideal selection for each of these vastly different roles? Who makes a bad selection for these roles? What pitfalls and problems should we be aware of? These jobs include: Attorney-In-Fact, Health Care Agent, Estate Executor, Trustee, Guardian and more. All are vastly different jobs that benefit you and they deserve careful thought. This class encourages questions. We will provide answers.

The biggest fear for most baby boomers is how to pay for the nursing home and still leave an inheritance for the next generation. We will walk through your questions and more! Get the answers you need and learn how to create an effective plan.