District 622 Community Education Winter/Spring 24 WS 24_231127 | Page 12

Business , Education & Finance

12

Four Successful Strategies to Protect the House , Farm , Cabin & More – Before & After Your Death
Various sources and forces threaten the existence of family legacies such as a cabin , homestead , hunting land , farm , or second home . These sources can include the nursing home and Medicaid ( MA ), estate taxes , family divorces , creditor and bankruptcy issues , taxes and operating expenses , unequal resources of owners , the in-laws , and use and enjoyment equality . Explore four paths to real-life solutions for a resolution that will solve problems without driving the family apart or sacrificing the family legacy asset . Steve Ledin
Date : Mon , Mar 4 Time : 10:30 am – 12:00 pm Cost : $ 19 Class : AEB6 Location : Gladstone CC , 105
Five Common Mistakes that Can Ruin Your Hard-earned
Retirement NEW ! With over 50 years of practice in helping Minnesotans plan for and reach their retirement years , we have learned that whether you are in your 40s , 50s , or 60s , there are several milestones and overlooked life areas where mistakes can lead to results that range from discomfort to disaster . Let ’ s identify those issues for you in a comfortable learning session full of real-life examples and opportunities to get questions and issues answered . Steve Ledin
Date : Wed , Jan 10 Time : 10:00 am – 12:00 pm Cost : $ 19 Class : AEB3 Location : Gladstone CC , 105
Social Security : Timing is Everything NEW ! As you approach retirement , determine how you ’ ll support yourself when your paycheck stops . Find out how you can optimize Social Security and determine how much you can expect to receive from other income sources . Tanner Haessly
Date : Mon , Jan 29 Time : 7:00 – 8:00 pm Cost : $ 20 Class : AEB2 Location : Gladstone CC , 105
How to Pay for the Nursing Home : An Attorney ’ s Perspective
How do you pay for the nursing home and still leave assets for the next generation ? Many updates for 2021 in the ever-changing estate planning laws and great increases in nursing home costs , this is a concern for many . Understand what your options are , get your long-term care finance questions answered and learn how to plan and place your assets to meet your future goals . Steve Ledin
Date : Mon , Feb 12 Time : 6:30 – 8:30 pm Cost : $ 19 Class : AEB4 Location : Gladstone CC , 105
District 622 Community Education | isd622 . ce . eleyo . com
Should I Stay or Should I Go ?
Discuss lifestyle options for senior living . Should I stay and age in placemaking home modifications to reduce safety risks , or should I move to new home options that may be handicapped accessible , single-level living ? Take a needs assessment to give you the tools to make educated decisions . Vaughn Kavlie
Date : Thu , Feb 7 Time : 10:00 – 11:30 am Cost : $ 0 Class : AEH1A
Pre-register Location : Gladstone CC , 105 r Date : Wed , May 16 Time : 10:00 – 11:30 am Cost : $ 0 Class : AEH1B Location : Gladstone CC , 105
Q & A with a Minnesota Will & Trust Planning Attorney
A friendly and informational open forum with a seasoned will & trust attorney . Questions like : Should I avoid probate ? Is a will good enough ? Do I need a Trust ? How does my plan deal with the nursing home ? How do we gift the assets of husband and wife ? What about separate assets , not of the marriage ? What is the death tax ? How do I avoid leaving a mess for my children ? Which Trust is best for my needs ? Can I use a Transfer-On-Death Deed ? How do my retirement assets operate in my Will or Trust ? All questions will be answered ! Steve Ledin
Date : Tue , Apr 2 Time : 6:30 – 8:00 pm Cost : $ 19 Class : AEB10 Location : John Glenn MS , 263
FREE !