16 Results

  • Elder Law Series: Don't Trust Your Will

    Join us at Pilgrim Lane for programs presented by Elizabeth Michaelis, an attorney and founder of Guardian Counsel, LLC. “The class moved along nicely and presented the info in a very concise and understandable manner.” participant Fall 2015. Don’t Trust Your Will  Your will is just the start. Many people believe that once their will is created, their planning is complete. This common misconception can be very expensive and result in months of delay after death. Elizabeth Michaelis, an Estate Planning and Elder Law Attorney, will explain why you should not trust your will. Learn the steps you need to take to ensure your assets are properly managed if you are incapacitated, and are efficiently distributed upon your death. 
  • Elder Law Series: Revocable Trusts - Spring

    Elder Law Series Join us at Fair Pilgrim Lane for programs presented by Elizabeth Michaelis, an attorney and founder of Guardian Counsel, LLC, practicing in the areas of elder law, estate planning, tax exempt organizations and business planning.Revocable Trusts For many people securing a trust can save time, money and frustration for their loved ones in the future. Elizabeth Michaelis, an Estate Planning and Elder Law Attorney will help you learn what a Revocable Living Trust is, how it can help you avoid probate and secure your estate, and how to assess if it makes sense for you.
  • Elder Law Series: Revocable Trusts - Winter

    Elder Law Series Join us at Pilgrim Lane for programs presented by Elizabeth Michaelis, an attorney and founder of Guardian Counsel, LLC. “The class moved along nicely and presented the info in a very concise and understandable manner.” participant Fall 2015. Revocable Trusts For many people securing a trust can save time, money and frustration for their loved ones in the future. Elizabeth Michaelis, an Estate Planning and Elder Law Attorney will help you learn what a Revocable Living Trust is, how it can help you avoid probate and secure your estate, and how to assess if it makes sense for you.
  • Elder Law Series: Wills, Trusts and Other Estate Planning Tools

    Many people die without preparing important estate planning documents. Without them, you may give up control of the disposition of assets you spent a lifetime acquiring. We'll discuss the importance of having a will or trust, the different ways property is transferred when someone dies, and the importance of planning for disability.
  • Essential Guide to Buying Your Home - Spring

    Want to negotiate the best deal on your home? Let us help you! Learn how to access government grants, obtain first time buyer programs, avoid the lemons and save thousands. Instructor will walk you through step by step the best process for going about maximizing your money and having the lifestyle you want.
  • Essential Guide to Buying Your Home - Winter

    Want to negotiate the best deal on your home? Let us help you! Learn how to access government grants, obtain first time buyer programs, avoid the lemons and save thousands. Instructor will walk you through step by step the best process for going about maximizing your money and having the lifestyle you want.
  • How to Win with Investment Properties NEW!

    Ever considered becoming a landlord or investing in real estate but needed more information? Learn about opportunities in today’s Twin Cities marketplace, how to analyze a property, tax considerations, and things to put in a lease. We review all aspects of becoming a landlord from buying, selling and renting.
  • Keeping the Cabin in the Family

    You have created great memories at the cabin. So how do you pass the cabin (or business or farm) to the next generation? Learn how to avoid conflicts between siblings that can lead to bitter battles and impact relationships forever
  • Legal Aspects of Starting Your Own Business

    Starting your own business is both thrilling and scary. Let us help you navigate the process. This class will present the proper and legal way to organize your own business in order to preserve personal limited liability and taxation choices. We will discuss the various forms of legal entities and the advantages and disadvantages of each. Finally, we will discuss taxation choice and how to minimize your self-employment taxes and address issues such as using independent contractors vs. employees, limited liability, and the history of corporations and LLCs.
  • Legal Issues, Disability and Aging: Protecting Financial and Health Care Powers NEW!

    Are you caring for an aging or disabled family member or friend, and concerned about how to provide help with financial and health needs during late-stage disability or dementia? This class will explain formal and informal tools to help manage assets and provide assistance with health care decisions. Powers of Attorney and Health Care Directives, Trusts, banking and other financial arrangements. 
  • Maximizing Your Social Security Retirement Benefits - Spring

    Meet John Comer John is a Certified Financial Planner™ practitioner and has been in banking and financial services industry for more than 20 years. He has a financial planning practice with McNellis & Asato, Raymond James, a broker/dealer and registered investment advisor. He has taught financial and retirement planning for Certified Financial Planner™ candidates for many years. Financial Planning, as John practices, takes a broad look at your financial situation to assess how your work in one personal finance area impacts each of the other areas of your finances.Maximizing Your Social Security Retirement Benefits Deciding when to collect Social Security benefits will be one of the most important financial decisions you make, with lifetime consequences. It is essential to understand all your options and make a prudent decision. Because Social Security is a complex program, many individuals miss out on thousands of dollars in benefits. Do not rely on the Social Security Administration to give you personalized guidance on your situation. Each person’s situation is unique. Let us help you start your journey.
  • Maximizing Your Social Security Retirement Benefits - Winter

    Meet John Comer John is a Certified Financial Planner™ practitioner and has been in banking and financial services industry for more than 20 years. He has a financial planning practice with McNellis & Asato, Raymond James, a broker/dealer and registered investment advisor. He has taught financial and retirement planning for Certified Financial Planner™ candidates for many years. Financial Planning, as John practices, takes a broad look at your financial situation to assess how your work in one personal finance area impacts each of the other areas of your finances. Maximizing Your Social Security Retirement Benefits Deciding when to collect Social Security benefits will be one of the most important financial decisions you make, with lifetime consequences. It is essential to understand all your options and make a prudent decision. Because Social Security is a complex program, many individuals miss out on thousands of dollars in benefits. Do not rely on the Social Security Administration to give you personalized guidance on your situation. Each person’s situation is unique. Let us help you start your journey.
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  • Moving Mom and Dad NEW!

    Many baby boomers today are facing the tough decision of finding appropriate housing options for their parents. Moving mom and dad is often a challenge, especially when mom and dad are reluctant to address the issue. Discuss the housing market for those considering buying or selling a home.Moving Mom & Dad guide provided, a $24.95 value. The guide covers the 5 common mistakes children of aging parents make and how to avoid them.
  • Prepare Your Home to Sell for Top Dollar - Spring

    Get top dollar when you sell your home! Johanna with JS Design studios will share trends on home decor and money saving techniques that will transform your home on a budget and have today's buyers over-bidding on your home. Sean and Blanca with RE/MAX will share their years of real estate experience to help you learn the best time to list your home, what improvements will bring the most return on your investment (and which projects to skip), and money saving resources. If you are even thinking of listing your home, this class is not to be missed!
  • Retirement Planning Today

    Blend financial education with life planning to build wealth, align your money with your values and achieve your retirement goals. Learn to manage investment risk, use tax laws to your advantage, make informed decisions about your company retirement plan and estate planning. Couples may attend together for a single fee.
  • Suddenly Responsible - Spring

    Meet John Comer John is a Certified Financial Planner™ practitioner and has been in banking and financial services industry for more than 20 years. He has a financial planning practice with McNellis & Asato, Raymond James, a broker/dealer and registered investment advisor. He has taught financial and retirement planning for Certified Financial Planner™ candidates for many years. Financial Planning, as John practices, takes a broad look at your financial situation to assess how your work in one personal finance area impacts each of the other areas of your finances.Suddenly ResponsibleDid your spouse handle the finances but now you are divorced/widowed and you do it on your own? Perhaps you received an inheritance or you sold your business and need to manage the money. Often when people suddenly become responsible for more than they planned, they feel uncertain about next steps. If this comes with a divorce, death of a spouse or death of another close relative, the stress of the event complicates the situation. In this session, an attorney and a financial planner will describe and discuss some common-sense approaches to deal with these suddenly new responsibilities.