Refreshments will be provided.
Come join us and learn about Wills and Living Trusts and how to provide your loved ones with peace of mind.
-
- 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 beneficiaries and protect it from creditors and ex-spouses through a HOLDBACK TRUSTand /or a Supplemental (Special) Needs Trust
- Legal and financial techniques to address long-term care issues (FPT)
- 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
- The right and wrong ways to pass a cabin or an IRA or 401 (k) plan to the next generation
-
- This is an advertisement.