money
Keeping the Family Cabin or Farm
Keeping property in the family and avoiding problems requires a good plan and solid professional advice . Learn options and strategies for minimizing disputes and keeping a cabin or other family-owned property within the family for generations to come . Instructor is an attorney practicing in the areas of estate planning , real estate and business .
w May 10 | 6:30-8:30 pm | 1 Session | Fee : $ 29 T | Staff Dev Ctr | AL077-2C30-S1 | Bolt Hoffer Boyd Law
Life After Work
Whether you plan to stop work all at once or ease into retirement , at some point you will need to arrange for multiple sources of income to replace your paycheck . What do you need to think about as you transition from work life to retired life ? Where will you live ? Where will your income come from ? How can you make it last ? Join us for an enlightening class that will get you thinking about your next phase of life and how to prepare for it .
w Jun 7 | 6:30-8:30 pm | 1 Session | Fee : $ 25 T | Staff Dev Ctr | AL077-2C43-SU1 | Davis
Medicare Basics Parts A-D
Will you be getting Medicare coverage within the next year ? Find out how to enroll , how much Medicare costs , what it covers and what type of extra coverage you may need .
w Apr 12 | 6-7:30 pm | 1 Session | Fee : $ 25 T | Staff Dev Ctr | AL077-2C34-S1 | Pfeifer
w May 10 | 10-11:30 am | 1 Session | Fee : $ 25 T | Sandburg Edu Ctr | AL077-2C34-S2 | Pfeifer
Savvy Social Security Planning
The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime . Identify factors that can help you get more out of the Social Security system .
w May 3 | 6:30-8:30 pm | 1 Session | Fee : $ 25 T | Staff Dev Ctr | AL077-2C42-S1 | Davis ƒ
Understanding Estate Planning and Trusts
If you own a business ; have real estate ( cabin , condo , farmland , or timeshare ) in another state ; have minor children or want to avoid probate or protect assets for future generations , a trust may be a great estate planning tool for you . Several types of trusts will be discussed , including revocable living trusts , irrevocable trusts , and support trusts for children / grandchildren . Learn how trusts can protect assets from irresponsible family members , avoid probate , reduce estate taxes , and protect assets from creditors .
w Apr 5 | 6:30-8:30 pm | 1 Session | Fee : $ 29 T | Staff Dev Ctr | AL077-2C28-S1 | Bolt Hoffer Boyd Law
Will Taxes Affect Your Retirement ?
It is critical to have a solid understanding of the tax status of investments to make informed decisions and avoid paying more than your fair share . Learn how future tax changes may create the potential for higher taxes , ways to create tax-free retirement income , how Social Security is taxed and how to work efficiently within current tax brackets .
w May 3 | 6:30-7:30 pm | 1 Session | Fee : $ 19 T | Northdale MS | AL077-2C33-S1 | Schwartz
Write Your Will
Prepare a will in class on the computer and learn about estate planning . Students should be comfortable using a computer as work will be completed in a computer lab . Some prep work required ; packet sent one week prior to class . This is a simple will class , not appropriate for those who have assets in excess of one million dollars or who need a trust . Instructor is an experienced estate planning attorney . Couples must register individually .
w May 17 | 5:30-9:30 pm | 1 Session | Fee : $ 99 T | Staff Dev Ctr | AL077-2C29-S1 | Bolt Hoffer Boyd Law
You ’ ve Been Appointed Executor or Trustee , Now What ?
Before helping an elderly loved one with financial or legal affairs , it is crucial to understand your responsibilities so that you are able to protect your loved one and yourself . An experienced estate and elder law attorney will share the information you need to understand the parameters of the law and are able to successfully serve as a personal representative , trustee or attorney-in-fact . Hear what it means to be a fiduciary , how to sign legal documents in ways that will protect you from liability and how to deal with family members and institutions .
w May 3 | 6-7:30 pm | 1 Session | Fee : $ 25 T | Staff Dev Ctr | AL077-2C36-S1 | Peterson-Lerdahl
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