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Join us on Wednesday, April 9 for an educational seminar on preparing your estate for the road ahead. This conversation will be presented by David P. Salter, J.D., Attorney-at-Law & Firm Owner. Regardless of whether you have a will, a trust, or estate plan, understanding how ownership impacts the route your assets follow onto your loved ones is key. Ensure a smooth transfer of your estate and learn how to avoid common estate planning obstacles like probate, estate tax, and more.
During this presentation, you will gain insight into:
- The first three steps to prepare for your estate plan
- The differences between estate planning vehicles – wills, trusts, and beneficiary designations
- How to resolve common ownership issues so your assets pass down as you intend
- Why probate may be required and how to avoid it
- When estate tax may be owed and how to minimize or avoid it
- How a Power of Attorney and Health Care Agents can protect you from life’s unexpected turns
This free, in-person seminar is part of our I'm Not Ready Yet educational series. Lunch will be provided. Please RSVP to Tami at 763-349-0913 or [email protected] by April 8.
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Event Venue & Nearby Stays
3701 Chandler Dr NE, Saint Anthony, MN, United States, Minnesota 55421, 3701 Chandler Dr NE, Minneapolis, MN 55421-4400, United States,Saint Anthony, Minnesota
