Money Matters

ADULTS MONEY MATTERS

Estate Planning Solutions

Wills, Trusts, Health Care Directives and Powers of Attorney will be explained. Learn when a Will is sufficient and when you might prefer a Trust. Learn ways to avoid probate. Discussion of common mistakes will help you avoid unwanted consequences.

(Bonnie Wittenburg)

Tuesday, October 25 6:00 p.m.–7:00 p.m. Wayzata Central Middle School $19 Revocable Trusts

A Revocable Living Trust may not be for everyone, but for many people, taking the time to secure a Trust now can save time, money, and frustration for their loved ones in the future. Learn what a Revocable Living Trust is, how it can help you avoid probate and secure your estate, and how to assess if a Revocable Trust makes

sense for you. (Elizabeth E. Michaelis) Tuesday, November 15 6:30 p.m.–8:00 p.m. Wayzata Central Middle School $19 NEW Savvy Retirement Tax Planning

At this workshop you will learn the surprises that often make retirement more expensive, what the Social Security “tax trap” is and how you can avoid it, why tapping assets in the wrong order can trigger higher Medicare premiums,

and much more. (Robert S. Davis) Thursday, October 13 6:30 p.m.–8:30 p.m. Wayzata Central Middle School $19 per person, $35 per pair

MORE MONEY MATTERS CLASS OPTIONS

Course Name Start Date Location Times Cost Sessions

Social Security Planning and Medicare Basics for Couples

December 20 Wayzata Central Middle School 6:30 p.m. - 8:30 p.m. $19 1 Social Security Planning and Medicare Basics for Individuals November 15 Wayzata Central Middle School 6:30 p.m. - 8:30 p.m. $19 1 Wills, Trusts and Other Estate Planning Tools November 1 Wayzata Central Middle School 6:30 p.m. - 8:00 p.m. $19 1 Write Your Own Will - On your computer September 27 Online 7:00 p.m. - 8:30 p.m. $85 1

Write Your Own Will - On your computer October 25 Online

Write Your Own Will - On your computer November 15 Online 7:00 p.m. - 8:30 p.m. $85 1

7:00 p.m. - 8:30 p.m. $85 1