Join our expert presenters with over 50 years of experience helping Minnesotans plan for a secure retirement. Discover critical milestones and often overlooked areas that can make or break your retirement, whether you're in your 40s, 50s, or 60s. Gain insights, real-life examples, and answers to your questions in a relaxed and informative learning session.

We will walk through an actual Minnesota Probate Estate from filing the application for Probate to the final accounts and everything in between. Participants will learn the entire process with current forms, court and filing requirements, accounting steps, and procedures for sale and distribution of estate assets. We will discuss roles, responsibilities, and liabilities of an Executor/Personal Representative. Class includes real-life examples and encourages questions.

The Trust is a popular component and tool used in Estate Planning. There are a variety of 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. We will define the strengths and weaknesses of these different types of Trusts and when to use them. Questions encouraged.

Join our expert presenters with over 50 years of experience helping Minnesotans plan for a secure retirement. Discover critical milestones and often overlooked areas that can make or break your retirement, whether you're in your 40s, 50s, or 60s. Gain insights, real-life examples, and answers to your questions in a relaxed and informative learning session.