Finance and Legal Group
All Finance and Legal Group articles are collected here.
Taxes and elections, Oh my! Tax planning for 2026 and beyond
Event Date:Consult with a tax professional to come up with a financial plan well before year end.
More...Life and estate plans: Incapacity, and gifting
Event Date:Estate and gift planning strategies with ideas for impactful and tax-efficient gifts to accomplish your goals.
More...Medicare Advantage and traditional Medicare issues & choices
Event Date:Bob & Jean Hall and Andy Whitman, participants.
More...Long-term care insurance: Observations on long-term care problems to solve
Event Date:Discuss long term care options with Fred Andersen.
More...Assisting immigrants "imprisoned" and their families
Event Date:Critical issues facing detained immigrants and their families will be discussed.
More...Financial life in retirement
Event Date:Topics include longevity, distributions, long term care, Social Security, and comprehensive planning.
More...Taxes and Elections, Oh My! Tax planning for 2026 and beyond
Event Date:Everyone's tax situation is different. Consult with a tax professional to come up with a financial plan well before year end.
More...
Life & Estate Plans: Life, Incapacity, and Gifting
Event Date:Pat Miles’ book, Before All is Said and Done, UMN Anatomy Bequest Program, Life Gifting & Creating a Lifetime Income, and more.
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Medicare Advantage and Traditional Medicare with the New UMOHR Exchange: Issues & Choices.
Event Date:
See this recording of Fin & Legal session on how the new "OHR Exchange" can assist?
More...Long-Term Care Insurance: Observations on long-term care problems to solve
Event Date:By Fred Andersen, Chief Life Actuary, MN Commerce Department, Insurance Regulator.
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Financial Life in Retirement
Event Date:
See the recording of David Foster, CFP©, CRPC©, CRPS©. Vice President, Senior Wealth Planner discussing Longevity, Distributions, Long Term Care, Social Security and Comprehensive planning
More...Shielding immigrants and foreign students
Event Date:
View the video presentation by R. Linus Chan, Professor of Clinical Law, Andy Whitman, Carlson School’s Partners, and Scott Whitman, Immigration Attorney.
More...Education Funding, tax-efficiently, for Children by Parents, Grandparents, Great Grandparents and Friends.
Event Date:You are cordially invited to this presentation by Andy Whitman, Professor, Attorney, Volunteer Financial Planner. He will discuss investments for your grandchildren.
More...Commercializing UMN Research & Inventions - Yields Excellent, Lasting Returns
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Rick Huebsch, Associate VP for Research, Technology Commercialization at UMN, discussed UMN Technology Commercialization. Tech Comm facilitates the transfer of UMN innovation beyond the research lab, to benefit the public good, foster economic growth, and generate revenue to support the University's mission.
More...Taxes and Elections and Sunsets, Oh My! Tax planning for 2024 and beyond.
Event Date:
Watch the video to help you choose the moves that are right for you in this coming tax season. Everyone's tax situation is different, consult with a tax professional to come up with a financial plan well before year end.
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