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Financial Mastery
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12
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Business, Education, Finance

Featured Courses

Q & A with a Minnesota Will & Trust Planning Attorney
Financial Mastery

A friendly, and informational, open-forum with a seasoned will & trust attorney. Questions like: Should I avoid probate? Is a will good enough? Do I need a Trust? How does my plan deal with the nursing home? How do we gift the assets of husband and wife? What about separate assets not of the marriage? What is the death tax? How do I avoid leaving a mess for my children? Which Trust is best for m y needs? Can I use a Transfer-On-Death Deed? How do my retirement assets operate in my Will or Trust? All questions will be answered! For Classes at Gladstone Park in the main lot on Manton St and enter through door 1E. The classrooms are down the first hallway on the left.
Winter/Spring 25

The five important people you need on your way to heaven-NEW!
Financial Mastery

In each Minnesotan’s life, there are five people we should be prepared to count on as we age and move into the last stages of our lives. In this class we will learn the answers to: What are the roles and responsibilities of these people? How long do they serve and how much of a time commitment are we asking? How much guidance can we give them? Who makes an ideal selection for each of these vastly different roles? Who makes a bad selection for these roles? What pitfalls and problems should we be aware of? Each of these jobs: Attorney-In-Fact, Health Care Agent, Estate Executor, Trustee and Guardian are vastly different jobs that benefit you and they deserve careful thought. This class encourages questions. We will provide the answers. Steve Ledin
Winter/Spring 25

Why You Can't Trust Your Trust
Financial Mastery

The Trust is a prevalent component and tool to be used in estate planning. However, there are various vastly different Trust options, and the question arises: “Am I using the right Trust for my needs and goals?” Often used Trusts include living Trusts, Testamentary Trusts, and Irrevocable Trusts; each serves a different purpose, and each has a different result. One common problem that often needs addressing is the over-utilization of the Living Trust for goals or problems that it does not resolve. For example, a Living Trust probably doesn’t protect your assets against Medicaid and the nursing home. The Irrevocable Trust and the Testamentary Trust have their strengths and weaknesses. Define the strengths and weaknesses of each type of Trust and when to use them. Explore your goals and wishes to see where they fall in the realm of Trusts. Steve Ledin
Winter/Spring 25

Everything You Want To Know About Medicare
Financial Mastery

This class is an educational presentation for anyone who wants to know more about Medicare. Topics will include Parts A, B, C, & D of Medicare, the application process, estimated costs, supplements, MAPD, and when is the right time to sign up. This is an ideal course for people that are turning 65 or over 65 and coming off their employer medical plan as well as those currently enrolled in Medicare. For Classes at Gladstone Park in the main lot on Manton St and enter through door 1E. The classrooms are down the first hallway on the left.
Winter/Spring 25

How to Pay for the Nursing Home: An Attorney's Perspective
Financial Mastery

How do you pay for the nursing home and still leave assets for the next generation? Many updates for 2021 in the ever-changing estate planning laws and great increases in nursing home costs, this is a concern for many. Understand what your options are, get your long-term care finance questions answered and learn how to plan and place your assets to meet your future goals. For this class, park in the main lot on Manton St and enter through door 1E. The gym is to the right of the lobby and the classrooms are down the first hallway on the left.
Winter/Spring 25
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