Adult Enrichment Spring Supplement Spring 2020 | Page 13

BUSINESS & FINANCE
90 Minutes with an Estate Attorney
Is it best to gift my 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.
Steve Ledin
Date: Thu, Apr 16
Time: 10:00–11:30 am
Cost: $15
Class #: AEB11
Location: Gladstone, 105
New! College Financial Aid 101
Take the first step on your college journey. College-bound students and their families
will gain a basic understanding of financial aid options, eligibility, and how to apply.
Tracey Berglund
Date: Thu, Apr 16
Time: 6:00–8:00 pm
Cost: $19
Class #: AEB12
Location: Stillwater Area High School, PAC–G113 (Health)
New! How to be a Smart Shopper for College
Your student is ready to go to college. You saved, but what if it isn’t enough? Be a smart
shopper! Learn where your student will fit in best academically, socially, and financially.
Which schools will offer your student the largest scholarships without regard to your
household income or assets? Also learn how to apply for grants and how the FAFSA
works. Get an education, not an unmanageable debt. Alan Weinblatt
Date: Tue, Apr 28
Time: 6:30–8:30 pm
Cost: $24
Class #: AEB14
Location: Stillwater Area High School, PAC-G113 (Health)
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