Tue, Mar 14 |
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Estate Planning Solutions
Learn about Wills, Trusts, Health Care Directives & Powers of Attorney. Understand when a Will is sufficient and when you might prefer a Trust. Discover ways to avoid probate. Discussion of common mistakes will help avoid unwanted consequences. -
Prepare Your Own Will
Who would inherit your possessions, raise your children, or be your personal representative if you die? Without a will, the laws in Minnesota and a judge make all of the decisions. Leave this 2-hour class with a simple, prepared will and have new peace of mind. Instruction and all the necessary forms, witnesses and notaries are provided. Instructor Adam Altman is an attorney experienced in drafting wills. Each individual, regardless of marital status, needs his/her own will. Couples should register both individuals. -
Social Security Planning and Medicare Basics for Couples
Start planning for income in retirement! This class will cover the basics of Social Security and Medicare and include: •5 factors to consider when deciding to apply for benefits •Innovative strategies for coordinating benefits with your spouse •How to minimize taxes on Social Security Benefits •How Medicare works with private insurance to provide comprehensive coverage •Why you must plan for higher health care costs in retirement – including the possibility of needing long-term care. This class is intended to help married couples become informed about Social Security and Medicare. Price is per couple. -
Social Security Planning and Medicare Basics for Divorcees and Widows/Widowers
Start planning for income in retirement! This class will cover the basics of Social Security and Medicare and include: 5 factors to consider when deciding to apply for benefits Rules regarding Divorced Spousal Benefits Strategies for coordinating Survivor benefits How to minimize taxes on benefits How to coordinate Social Security with your other forms of retirement benefits How Medicare enrollment works How Medicare works with private insurance to provide comprehensive coverage Why you must plan for higher health care costs in retirement – including the possibility of needing long-term care. This class is intended to help divorcees and widows/widowers become informed about Social Security and Medicare. Price is per person.