Life & Estate Plans: Life, Incapacity, and Gifting
- Make it easier for caretakers and survivors: See Pat Miles’ book, Before All is Said and Done is about greif and preparing for death. Practical advice on living and dying well. Also see the UMRA web article of her presentation, Planning for the (un)expected end.
- UMN Anatomy Bequest Program: Contact Gabby Anderson: 612-625-1111. The donation lasts 2-18 months & the donor’s remains are either cremated, buried or returned.
- Life Gifting & Creating a Lifetime Income: See UMN Foundation slides.
- Attorney General Site on probate
~ Andrew Whitman UMRA LFG Facilitator
Life & Estate Plans: Life, Incapacity, and Gifting
Mon, Nov 11, 2024, 10am
Presented by Estate Planning Attorney, Matt Guttman.
See attached UMN Foundation PowerPoint, below.
Topics
- Why a Trust from an Estate Planning Attorney?
- Make it easier for caretakers and survivors.
- Properly designate beneficiaries on Roth IRAs, retirement accounts, life insurance, trusts, payable on death bank or investment accounts.
- Update after a divorce or family change: Wills, Trusts, Health Care Directives, Financial Power of Attorney, HIPAA releases .
- UMN Anatomy Bequest Program, Contact; website bequest.umn.edu, Gabby Anderson: [email protected], 612-625-1111.
- The election is expected to influence future changes in estate tax laws and income taxation of estates.
- Life Gifting, & Creating a Life time income.
Registration required to attend and for a recording: https://umn.zoom.us/meeting/register/tJMuf-qvpzMpGdc00hfnaXYnpfmM4jAdn-Rd
Upcoming Events
Morris Campus Retirees will host a Zoom meeting. Morris Campus Retirees are part of the University of Minnesota Retiree Association (UMRA). The group has already held two meetings in its first year of existence.
Peter Moe, retired Minnesota Landscape Arboretum director and UMRA member, will be leading a hiking tour of the Arboretum again this year. The amazing tulip display was at its peak for our hike last year, and we will undoubtedly enjoy seeing many spring-blooming trees, shrubs, wildflowers, and perennials. Plan to stay for lunch together (optional) after the hike at the Rootstock café in the Oswald Visitor Center.
UMRA’s Family History Interest Group will meet via Zoom on Wednesday, May 7, for an open discussion of ideas, insights, questions, and issues related to family history, and to discuss topics for next year’s meetings.
We will revisit the University of Minnesota Archives, with its major holdings largely tucked away in two huge underground caverns along the Mississippi River under the West Bank campus, holds the essential records of our University of Minnesota’s past. University Archivist Erik Moore will interpret the holdings and bring out a sampling of what it holds. We will also get a tour of the caverns (Minnesota Library Access Center), revealing where these precious materials are housed, including the original tapes of KUOM, now Radio K.
Cancer has touched all of us. If you are willing to share your cancer journey or talk about your experience with a person you have supported, please consider attending the May 8 UMRA breakfast gathering at The Original Pancake House in Roseville.
You are cordially invited to this presentation by Andy Whitman, Professor, Attorney, Volunteer Financial Planner. He will discuss investments for your grandchildren.
The UMRA Photo Club is having a photo shoot at the Como Park Conservatory in St. Paul on Tuesday, May 13.
Financial scams are a multi-billion-dollar enterprise, and learning how to spot and avoid scams is more important than ever to your financial health. For UMRA’s May workshop, Jay Haapala, leader of AARP’s Fraud Watch Network, will share with us the latest criminal trends in scamming and how to avoid them.
The UMRA Book Club will discuss The Frozen River by Ariel Lawhon when it meets via Zoom on May 16.
.Wood Lake Nature Center is a peaceful 150-acre cattail marsh, woodland, and restored prairie that is a haven for migrating birds and waterfowl. This UMRA hike is a great opportunity for those who would like a shorter, easier hike. The trails are dirt, grass, and woodchip, with some bridges and a bit of paved trails. Only a couple small hills to navigate, the park is mostly flat.
University of Minnesota Regent Penny Wheeler, MD, will be the featured guest for the UMRA luncheon forum on May 20. In place of the usual speech format for our forums, Regent Wheeler will be interviewed by UMRA member and liaison to the Board of Regents John Finnegan, professor and dean emeritus of the U of M School of Public Health.
I, Claudius by English writer Robert Graves, published in 1934, will be up for discussion when UMRA's Fourth Friday Book Club meets via Zoom on May 23.
The UMRA Book Club will discuss The Great River by Boyce Upton when it meets via Zoom on June 20.
Learn about writing memoirs, technology for seniors, campus architecture, and more at the fourth annual Age-Friendly University Day to be held in the McNamara Alumni Center on the Twin Cities campus in Minneapolis on Monday, June 23.
Catch up with friends and former colleagues, meet new UMRA members, enjoy delicious food, and participate in the third annual UMRA Summer Social Quiz at the Como Lakeside Pavilion in St. Paul on Wednesday, June 25.