11 Results

  • Create Your Health Care Directive

    Who would speak for you if you couldn’t speak for yourself? That’s the concept behind Advanced Care Planning, a guided conversation about your end of life wishes and preferences. This class will prepare you to develop a Health Care Directive, a written document which describes your choices. 
  • Estate Planning Solutions

    A thoughtful estate plan provides peace of mind for you that you've set up settlement of your estate to ease the burden on loved ones. This class will help you understand when a Will is sufficient, and when you might opt for a trust. Health Care Directives and Powers of Attorney will also be discussed. Learn about common mistakes to avoid. Lawyer Bonnie Wittenburg will lead this presentation.
  • Estate Planning Solutions for Blended Families

    Without proper planning, the assets that you brought to the second marriage could end up entirely with the children of your second spouse -- shortchanging your children -- if that spouse survives you. Learns ways to protect assets for your children from your first marriage.
  • Health Care for Seniors - What you need to know

    What are the government programs? How do they work? What are Parts A, B, C & D? When am I eligible for benefits and what are they? Do I have to sign up? How are my prescriptions covered? All your questions will be answered in plain language to help you move forward.
  • How to Win with Investment Properties

    Ever considered becoming a landlord or investing in real estate but needed more information? Learn about opportunities in today’s Twin Cities marketplace, how to analyze a property, tax considerations, and things to put in a lease. We review all aspects of becoming a landlord from buying, selling and renting.
  • Income Taxes and Retirement

    This presentation focuses on the several tax considerations you’ll want to learn. These preparations can substantially impact your retirement success. You will learn strategies for tax diversification, tax efficiency for both today and tomorrow, and other tax strategies focused on being proactive tax wise with your investments and income.
  • Keeping the Cabin in the Family

    Division of estate can lead to bitter battles between siblings and impact relationships forever. Learn how to keep the cabin, farm, or business in the family without creating a family conflict. We will discuss ways to help ensure your children receive equal inheritance, strategies to help with the impact of taxes, and review your assets for the next generation.
  • Prepare Your Own Will

    Who would raise your children if you died? Who will be your personal representative? Without a will, the laws in Minnesota and a judge make all of the decisions. Take charge of these decisions in this class. You will leave with a simple will prepared and have new peace of mind. Instruction and all the necessary forms, witnesses and notaries are provided. Will form is included in the tuition. Instructor Adam Altman is an attorney experienced in drafting wills.
  • Savvy Social Security Planning for Couples

    The Social Security decisions spouses make when they are in their 60s will determine the amount of total income they will receive over their lifetime – including the lifetime of the spouse who lives the longest. This workshop will cover some little-known rules that can help married couples get more out of the Social Security system.This workshop will cover: How much Social Security you and your spouse stand to receive over your joint lifetime Rules and guidelines for when spouses should apply for benefits How the decisions you make in your 60s can determine the amount of income you – or your surviving spouse – will have in your 80s and 90s How spouses with little or no prior earnings can take advantage of Social Security benefits How a little-known rule passed in 2000 has opened the door to creative spousal strategies The number-one most important thing all higher-earning spouses should do Two key things you need to know about Social Security survivor benefits How remarriage affects survivor benefits from a former spouse How to avoid mistakes at your Social Security office This workshop is primarily for married couples as it discusses Social Security benefits available to spouses.Eden Prairie Community Education www.edenpr.org/epcommunityed
  • Savvy Social Security Planning for Women

    Social Security is one of the few income sources that keeps up with inflation and lasts for life. But most women fail to maximize their benefits because they don't understand the little-known rules that can help them get more out of the system.This workshop will cover: How much Social Security you stand to receive over your lifetime How the decisions you make in your 60s can determine the amount of income you'll have in your 80s How to take advantage of spousal benefits, survivor benefits, divorced-spouse benefits, and even divorced-spouse survivor benefits How to coordinate your own retirement benefit with benefits you might receive as a spouse or divorced spouse Why women who are married should make the decision about when their husbands should apply for Social Security Why you should consider your husband's life expectancy when deciding when to claim your own retirement benefit. What to do if your husband or ex-husband dies What to do if your marital status changes How to plan for the extra-long life This workshop is for women and for men who have women in their lives (wives, sisters, mothers). It features essential information all women need to have if they are concerned about financial security in retirement.Eden Prairie Community Education www.edenpr.org/epcommunityed
  • What to Do Before and After the Funeral

    After a death, family members are bombarded with questions related to decisions that must be made before the funeral. Working through those questions ahead of time eases the burden. A second flurry of activity occurs related to the settlement of the deceased's estate. Learn when probate is and isn't needed. Also learn what steps the deceased's loved ones can expect in settling the deceased's affairs.