Estate Planning for Retirees
Wed, Oct 21 2020, 10 - 11am
Presenter: Matt Guttman,
Attorney and Co-Founder of Mullen and Guttman, PLLC.
An Estate Planning Law Firm.
During this hour-long webinar we’ll discuss these and other estate planning questions and considerations:
- Wills vs. Revocable “Living” Trusts: Which planning tool is right for you?
- Importance of Beneficiary Designations
- Federal Code changes affect beneficiary designations and new beneficiary designations are required on accounts transferred to Fidelity.
- Why many estate plans fail to protect inheritances from divorce, creditors, and other claims.
- How to minimize costs and challenges associated with incapacity and/or passing of a loved one.
- Why putting property in your children’s names could be a huge mistake.
To join this webinar, use the Zoom Webinar link and webinar details listed below:
Please click the link below to join the webinar: https://us02web.zoom.us/j/84882881579
Or iPhone one-tap :
US: +13126266799,,84882881579# or +16465588656,,84882881579#
Or Telephone: Dial( for higher quality, dial a number based on your current location): US: +1 312 626 6799 or +1 646 558 8656 or +1 301 715 8592 or +1 346 248 7799 or +1 669 900 9128 or +1 253 215 8782
Webinar ID: 848 8288 1579
Upcoming Events
Our July 15 "hike" is going to be a kayaking adventure on Bde Maka Ska (formerly Lake Calhoun) and Lake of the Isles! If you don't have a kayak (or paddleboard), Wheel Fun Rentals, located next to the new concession stand rents single kayaks at $15 an hour and double kayaks at $25. The second hour is free if we rent before noon. Life jackets are provided with the rental.
Laura Ericksen will lead the discussion of How Stella Learned to Talk by Christina Hunger, a true story by a speech-language pathologist who taught her dog, Stella, to communicate using buttons associated with different words.
Our August 5 hike will be a reprise of our hike last summer at William O'Brien State Park. This is a beautiful park with a winding trail and a great view of the countryside. The hike is about 5.5 to 6 miles and we'll go at a moderate pace with frequent water breaks. After the hike, we will eat lunch at Rustic Roots Winery, a half mile north of the park.
Kathy Cramer will lead the discussion of The Bookbinder by Pip Williams, a book set in 1914 Oxford chronicling the life of Peggy who works in the University bindery, but craves a life beyond binding books but to being a scholar herself.
Enjoy a two-hour cruise on the Jonathan Padelford, leaving from the Harriet Island dock in St. Paul, boarding time at 5:30 p.m. We will have a brief program on board by Patrick Nunnally from the River Life Program of the Institute on the Environment.
August 31 is the due date for annual reports and updates. Annual Reports, Toolkits, web page updates, operating document updates and archives collections are all due each year on this date.
Autumn is a wonderful season in Minnesota so plan to join UMRA at the Andersen Horticultural Library at the Minnesota Landscape Arboretum. Kristen Mastel, head librarian and curator, will reveal its treasure trove of publications and artifacts relating to plant history, horticulture, and natural history. After the tour, those who are interested may stay to eat lunch together, sitting outside if the weather is nice. Later, you are invited to a one-hour tram tour of the entire Arboretum that includes natural areas of flowering shrubs, bogs, and forests, family garden and landscaping showpieces, and the red barn farm
After a summer break the UMRA Photo Club will next meet September 10, 2024 in the meeting room of the Hennepin County St. Anthony Branch Library. For those interested in lunch, meet at the Great Dragon at 11:30 am. For September the THEME will be Curves
We will continue to discuss the pros and cons of Medicare Advantage. You will also hear about notable non-health plan and non-broker resources.