Wills and Trusts—many people don’t fully understand the difference between these two critical estate planning options. Each can impact your estate in very different ways, especially when it comes to the level of control and protection your family will have in the future. In this workshop, we’ll break down how wills and trusts differ in areas such as asset distribution, probate avoidance, and overall estate management. You’ll also learn how each option affects your executor, your beneficiaries, and the level of risk you may leave behind. We’ll cover key tax considerations and help you better understand which approach may align with your goals. Get answers to these important questions so your loved ones can avoid unnecessary complications and stay out of probate. This 90-minute workshop will include a Q&A session.

Learn how to unlock the power of beneficiary designations to help ensure fast, tax-efficient transfers to your heirs or trust. This practical workshop will guide you through navigating asset transfers, avoiding common pitfalls, and aligning your accounts with your will or trust for a smooth, well-coordinated estate plan. This 90-minute workshop will also include a Q&A session.

This estate planning workshop is designed for professionals, business owners, investors, and other asset owners who may face significant capital gains or estate tax considerations—now or in the future. Learn key timing and tax-saving strategies to consider before selling highly appreciated assets, such as a business or family farm. We’ll explore several powerful planning tools—including Donor Advised Funds, Qualified Charitable Distributions, and Charitable Remainder Trusts—used to help minimize or even eliminate taxes, preserve family wealth, and maintain greater control over your legacy. This 90-minute workshop will also include a Q&A session.

Worried about the potential costs of nursing homes, long-term care, or assisted living? You’re not alone—and the statistics show many of us will need some level of care in the future. As healthcare expenses continue to rise, planning ahead is more important than ever. Both federal and Minnesota laws offer ways to protect your assets from spend-down requirements and estate recovery—but only when a proper asset protection plan is put in place ahead of time. In this educational workshop, you’ll learn the key differences between wills and trusts, along with advanced strategies designed to help safeguard your hard-earned assets and preserve them for your loved ones. This 90-minute workshop will be followed by a Q&A session to address your specific questions.