CREATING YOUR ESTATE PLAN

2012 Spring & Summer  Workshops Workshop Times:  6:30 to 8:30 PM

Monday	May 7, 2012	Springfield, MN
Tuesday	May 8, 2012	New Ulm, MN
Tuesday	June 12, 2012	New Ulm, MN
Wednesday	June 13, 2012	Winthrop, MN
Tuesday	July 10, 2012	Fairfax, MN
Wednesday	July 11, 2012	Glencoe, MN
Tuesday	July 31, 2012	New Ulm, MN
Tuesday	August 14, 2012	Springfield, MN
Wednesday	August 15, 2012	Winthrop, MN
Monday	September 17, 2012	New Ulm, MN
Tuesday	September 18, 2012	Comfrey, MN

TOPICS:
· How to leave a lasting legacy
· Wills & Trusts (Simple & Complex)
· Control costs/avoid probate
· Do you need to update your current plan?
· Controlling the estate plan process
· Powers of Attorney
· Health Care Directives (aka, Living Wills)
· Minimize, defer, and/or eliminate taxes
· Protecting children's inheritances from creditors and "predators" or if spouse remarries
· Long term care/nursing home expenses-asset protection strategies
· Medical Assistance Rules
· Ownership, joint tenancy, life estate, beneficiaries, POD/TODD
 · Enhancing Retirement Plans for your Heirs

 

 

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