Tue
17
Date: October 17
Time:
07:00 PM - 08:30 PM
Type: seminar
Venue: UND Center for Innovation (James C. Ray Idea Lab), 4200 James Ray Drive Grand Forks, ND, 58202
Wed
18
Date: October 18
Time:
02:00 PM - 03:30 PM
Type: seminar
Venue: UND Center for Innovation (James C. Ray Idea Lab), 4200 James Ray Drive Grand Forks, ND, 58202
On Demand Webinar: Don’t Lose It All to the Nursing Home: A Virtual Wills & Trust Event
Our seminars are presented by John Oelke and Raymond German, the co-author of the book Legacy Wealth Planning, for Minnesota and North Dakota Families: 4th Edition. You can request your copy using this link.
- Whether you need a will or trust? Discover the advantage and disadvantages of both.
- How the new SECURE Act has impacted inherited IRAs and the best strategies to minimize taxes to your heirs.
- How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
- All about probate and what steps can you take now to help your family avoid this expensive and time consuming legal process when you’re gone.
- If you will you owe estate taxes. Learn how to help your heirs minimize or even avoid “death” taxes after your passing.
- How to create a long-term care plan before it’s needed so that you are able to stay as independent as possible and in complete control of your decisions as you age.
- Why owning assets jointly or putting property in a child’s name is likely a huge mistake—and what to do instead to accomplish your goals in a secure way.
- Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
- How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife!).
- How to qualify and use Medicaid to pay for nursing home expenses which can average over $11,500 monthly.
- How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for important benefits like Medicaid or Supplemental Security Income (SSI).
