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Community Corner

FREE Estate Planning Seminar

Refreshments will be provided.

Come join us and learn about Living Trusts and how to provide your loved ones with peace of mind.



  • Major NEW tax laws effective as of Jan. 1, 2013

  • How you can minimize/avoid Federal and Minnesota estate taxes, and “fix” your current estate plan (PLR and SAFE Trusts)

  • The right way to leave property to your children and protect it from creditors and ex-spouses through a HOLDBACK TRUST

  • Legal and financial techniques to address long-term care issues (FPT)

  • The advantages and disadvantages of Wills and Living Trusts

  • Why putting property in children’s names may be a mistake

  • The common mistakes when using “transfer-on-death” provisions or beneficiary designations

  • How Probate works, and how you may be able to avoid Probate


 


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