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Trusts, Wills, Powers of Attorney, Health Care Directives - what are these documents and how does one put an estate plan into effect?
Whether you have already done some estate planning, or are looking to get started, this seminar will assist you with understanding the basics. This complimentary seminar will also explore an overview of Wills and Trusts, the most important provisions of each, the advantages and disadvantages to consider, probate issues and avoiding probate, and protecting your assets and your family.
Estate Planning can be a complicated process, especially when it involves a family business. Regardless of what type of business you have it is important to make sure that your estate planning documents and your business succession documents complement each other and do not conflict.
Join Business Attorney Debra S. Nelson and Estate Planning Attorney Adam J. Kaufman as they present information to help you have the necessary documents and plans in place to protect you, your family and your business.
Are you approaching retirement, but are unsure whether or not you are fully prepared? Trusts, Wills, Powers of Attorney, Health Care Directives - what do you need to be thinking about, and how can you put that estate plan into effect?
Whether you have already done some estate planning or are looking to get started, this seminar will assist you with the basics that should be in your estate plan as you head towards retirement. We will also touch on what you need to know in order to maximize your retirement income, and answer these common questions:
• Will Social Security be there for me?
• How much can I expect to receive?
• When should I apply for Social Security?
• How can I maximize my benefits?
• Will Social Security be enough to live on in retirement?
Attorney Adam Kaufman of Henningson & Snoxell is partnering with Bret Larson of Cetera Investors to provide a FREE informative Seminar on estate planning for retirement.
About the Presenters:
Susan T. Peterson-Lerdahl is a shareholder in the Maple Grove, Minnesota Law Firm of Henningson & Snoxell, Ltd. She is Chair of the firm's Estate Planning Department and has years of experience counseling individuals and families in estate planning, elder law, probate and trust administration as well as family business succession planning. Susan provides guidance to individuals and families of all sizes and asset levels. Susan has a heart for her clients and works hard to establish confidence and trust. Susan’s compassion and empathy help her clients feel comfortable sharing their personal information and concerns.
Chad E. Henderson is an estate planning attorney and member of the Estate Planning Department in the Maple Grove, Minnesota Law Firm of Henningson & Snoxell, Ltd. He advises clients on matters relating to wills, trusts, guardianships, conservatorships, probate, elder law, estate planning, medical assistance, and planning for incapacity.
Adam Kaufman is an attorney at the firm of Henningson & Snoxell, Ltd. located in Maple Grove, Minnesota. Adam helps individuals and families of all sizes and asset levels, by advising them and preparing: Wills Trusts Health care directives; and Powers of attorney. Adam assists individuals with their elder law needs, including: Medical assistance and incapacity planning; and Guardianships and conservatorships.
Debra Nelson is an attorney in the firm of Henningson & Snoxell, Ltd. located in Maple Grove, Minnesota, practicing in the firm’s Business Law, Employment Law, and Commercial Real Estate Departments. Debra understands her clients’ business, strategic goals, and plans. She works with each client to develop and grow their business with mergers and acquisitions, plan for succession, and preserve their wealth for future generations.
Henningson & Snoxell represented us as we navigated the path of selling our business. It was a long & seemingly complicated process but we were well advised as they helped us through the many obstacles. They were well aware of the implications of various details and had the foresight in matters so we had a successful transaction. They were very professional and knowledgeable, good people to work with. I would highly recommend them.View Testimonials
(Thank you to Worship Security Association for providing this video interview with Attorney Virginia C. Cronin!) I think first and foremost we run into a lot of churches that don’t think employment laws apply to them: “We’re… View Full Story