Plan ahead for how your assets will be passed down
Learn the different routes wills and trusts use to pass down your assets to your loved ones and which vehicle works best for certain life circumstances.
COURSE DESCRIPTION: Learn how a will and a trust differ - which can avoid common roadblocks, like probate and estate tax? And how a Power of Attorney and Health Care Directive can further prepare you for unexpected turns should you become incapacitated due to an accident or illness. You will leave with a better understanding of how to protect your assets throughout your lifetime and provide for your loved ones further down the road.
AGE: Geared for anyone 18+ who wish to learn more about the concepts and terminology of estate planning. Take your first step towards your creating your own estate plan!
ATTENDANCE: in-person at the St. Anthony Community Center, Room CS9
COST: $10.00
TO REGISTER: Call (612) 706-1166 or register online on our course page in the St. Anthony/New Brighton community catalog course catalog
QUESTIONS? Email kmorris@isd282.org
PRESENTER: David P. Salter is the owner and estate planning attorney of Salter Law LLC. For 30 years, he has practiced in estate planning, estate administration, and now offers long-term care pre-planning. David’s knowledge of estate planning strategies is what differentiates him from other attorneys – he is well versed in what does and doesn’t work. His comprehensive, reliable, and personable approach ensures you will enjoy planning for your loved ones and your estate plan will work, as you intended.
David offers seminars throughout the year on estate planning, long-term care pre-planning, and estate administration to the local community and businesses.