In each Minnesotan’s life, there are ten 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? These jobs include: Attorney-In-Fact, Health Care Agent, Estate Executor, Trustee, Guardian and more. All are vastly different jobs that benefit you and they deserve careful thought. This class encourages questions. We will provide the answers.

This class covers common pitfalls, misconceptions and just plain bad information out in today’s marketplace. We will discuss and provide detailed information on the tools and strategies to ensure: (i) a peaceful transition between generations, (ii) a clear understanding of tax implications of your choices, and (iii) the best methods to protect your hard-earned assets. Attending this class will help you gain valuable insights and experience to make informed decisions for you and your family’s future. All questions are welcome in this open-room presentation.