Planning for disability benefits requires careful coordination to ensure that financial resources are protected while maintaining eligibility for important government programs. In this presentation, we will discuss common planning strategies that help individuals and families preserve assets, avoid unintended disqualification from benefits, and provide long-term financial security. Topics will include supplemental needs trusts and practical steps families can take today to protect the future of a loved one receiving disability benefits. This class will be held online. You will receive an email 2 days prior to the class date with the link to join the class.

Passing a farm on to the next generation involves more than simply deciding who will receive the land. It requires careful planning to balance family relationships, financial realities, and long-term stewardship of the operation. This presentation will explore key issues families should consider when developing a succession plan, including how to transfer farmland and equipment, how to treat on-farm and off-farm heirs fairly, tax considerations, and strategies to help preserve the farm for future generations. Attendees will leave with a clearer understanding of the planning tools available and practical steps they can take now to help ensure a smooth and successful transition. This class will be held online. You will receive an email 2 days prior to the class date with the link to join the class.

Are you concerned about the hassle and expense of probate? Learn the secrets to avoiding it! With our proven strategies, protect your assets and ensure your loved ones receive their inheritance without the headache of probate court. Say goodbye to costly legal fees and lengthy court proceedings. It’s time to take control of your estate and secure your legacy for generations to come. Join us and learn how to avoid probate like a pro!

Are you worried that it will be difficult and expensive for your loved ones to transfer property at death? This class will discuss various estate planning strategies that can help you reduce costs and streamline the process. Learn how to retain control over who inherits your legacy and who acts on your behalf in the event of your death or incapacity. This class will cover the biggest mistakes people make when planning and how to avoid them. This class is held online and in person. Look for the online notation for the class that is being held online.

Are you tired of watching your hard-earned money go down the drain in taxes? Get ready to discover some game-changing strategies for reducing your tax liability and keeping more of your money in your pocket! We’ll dive into the nitty-gritty of estate planning, gift tax laws, and income tax strategies that can help you retain more of your wealth. Don't wait any longer! Learn how to preserve your family’s wealth. This class is held online and in person. Look for the online notation for the class that is being held online.