FREE Estate Planning Seminar

Jun 6, 2013, 10:00AM to 11:30PM

Location 12201 Ridgedale Drive
Minnetonka, MN
Cost Free
Details Refreshments will be provided.

Come join us and learn about Wills and Living Trusts and how to provide your loved ones with peace of mind.

How you can minimize/avoid Federal and Minnesota estate taxes, and “fix” your current estate plan (PLR and SAFE Trusts)
The right way to leave property to your beneficiaries and protect it from creditors and ex-spouses through a HOLDBACK TRUSTand /or a Supplemental (Special) Needs Trust
Legal and financial techniques to address long-term care issues (FPT)
Why putting property in children’s names may be a mistake
The common mistakes when using “transfer-on-death” provisions or beneficiary designations
How Probate works and how you may be able to avoid Probate
The right and wrong ways to pass a cabin or an IRA or 401 (k) plan to the next generation

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Venue Minnetonka Sheraton (Ridgedale)

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