On Demand Webinar: Why most estate plans fail
Our seminars are presented by 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 $12,950 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).
On-Demand Webinar: Keeping the Farm in the Family
How to preserve wealth for future generations, minimize estate taxes, and avoid probate.
In this webinar we will discuss several topics including:
- Protect your family from having to sell the farm and family home.
- Avoid facing delays in farm operations due to probate.
- Minimize federal and state estate taxes and prevent the sale of your farm.
- Prevent your family from feuding over division of the farm.
- Plan your estate to make sure it passes on to your family efficiently.
- How you can protect your farm and retirement nest egg from nursing home costs.
