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90 Minutes with an Estate AttorneyBusiness, Education, FinanceIs it best to gift assets to others while I'm alive or after I've passed? What about estate tax and gift tax planning? Should I gift my money away in a will or a trust? Would I qualify for Medicaid? What is the 60-month claw back? What if my spouse goes into the nursing home and exhausts our money? What about my current trust - does it avoid the nursing home? Get the answers to these questions and many more, including how to plan and place your assets to meet your retirement/ nursing home/legacy goals.Fall 2019
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Basics of Estate Planning - Wills and TrustsBusiness, Education, FinanceDiscover what everyone should know about wills and trusts, and the pros and cons for both. Explore options to protect your assets from state inheritance tax and federal estate tax. You will also learn about probate procedures, dealing with courts, power of attorney and health care declarations (living will).Fall 2019
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Budgeting 101Business, Education, FinanceBegin telling your money what to do instead of wondering where it went by creating a zero-based monthly budget. Walk step-by-step through the budgeting process including setting up your budget, how to track your spending throughout the month and tips & tricks to save money on monthly expenses. This class is sponsored by City & County Credit Union.Fall 2019
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Business Succession PlanningBusiness, Education, FinanceAttention all small business owners or potential business owners! A succession plan should be part of your business plan. Discover everything you need to consider before selling, gifting or transferring your business. Plus, identify just how much money you need for your business. Get the information you need, all clearly presented by a lawyer, without the legal jargon.Fall 2019
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Fraud AwarenessBusiness, Education, FinanceExamine telemarketing fraud and common criminal schemes. Learn about rip-offs targeting grandparents, Social Security and Medicare scams and "you have won" scams seeking to relieve you of your hard earned cash. Discover how to identify email imposters and fake charities and identify theft.Instructor - Pete Orput, Washington County AttorneyFall 2019
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How to Pay for the Nursing Home: An Attorney's Perspective.Business, Education, FinanceHow do you pay for the nursing home and still leave assets for the next generation? With 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.Fall 2019
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Investment BasicsBusiness, Education, FinanceA thorough investment Strategy – one that includes money management and accumulation--can help you meet your short-term, mid-term, and long-term financial goals. Learn how to identify your financial goals and time horizons, while taking into account your risk tolerance. Discover investment fundamentals, including the difference between stocks and bonds, why inflation and compounding interest matter, the difference between stocks and bonds, and the importance of asset allocation.Fall 2019
