Event at The Lake Elmo Inn

Estate and Financial Coordination Workshop
• Ideas on making sure your Retirement Plan gets an
Invitation to Your Estate Plan
• How to keep Hard Earned Retirement Dollars in the Family
• Basics of Minnesota Cabin Trusts – Keeping the Cabin in the
Family for Generations
• Avoiding Probate-Wills vs. Trusts
• Health Care Planning-Living Wills
• Changes in the Federal and State Estate Tax Laws
• How to leave assets to your loved ones protected against
divorces and creditors