Future 2024 events will be posted soon.
Complimentary Estate Planning Luncheon/workshop Series
You are Cordially Invited to Attend
Presented by John E. Trojack, Attorney at Law
Monday August 28, 2023 at 11:30am
at Heartland Credit Union, 5500 South Robert Trail, Inver Grove Heights, MN 55077
After your death, your loved ones will be inundated with a variety of difficult financial choices. It is important to provide them with an effective set of instructions that makes it easy for them to understand your wishes after your death. In Minnesota, there are a variety of ways to plan for your family – but not every plan is right for everyone. After attending this workshop, you will have a better understanding of the advantages and disadvantages of estate planning tools including TOD, Trusts, Wills, Life Estates and the implications of choosing not to make an estate plan, as well as common tax mistakes made during the estate planning process. You will also have an opportunity to ask attorney any questions you may have. These are difficult choices to make, so it’s important to stay informed on the best estate planning tools to have in your toolbox.
RSVP by emailing [email protected] or by calling us at (651) 451-9696
A complimentary lunch will be provided. Heartland Credit Union requests that all attendees park on the perimeter of the parking lot, to ensure their members have a place to park.
Avoiding Litigation – Costly Mistakes in Estate Planning and Administration
Presented by John E. Trojack, Attorney at Law
Friday October 20, 2023 at 11:30am
at Heartland Credit Union, 5500 South Robert Trail, Inver Grove Heights, MN 55077
Estate litigation is more common than you might think. After a loved one has passed on and emotions are high, it is not uncommon for family disputes to break out. While disagreements are normal, when family members take matters to court, it can get time-consuming, stressful and expensive. Thankfully there are a variety of precautions that you can take to make your estate plan less susceptible to becoming another court case. Every family situation is different, but clear communication and using the right estate planning tools can drastically improve the integrity of your Estate Plan. Understanding the implications of your estate planning choices is essential to setting up a strong estate plan that will keep on caring for your loved ones after you are gone.
RSVP by emailing [email protected] or by calling us at (651) 451-9696
A complimentary lunch will be provided. Heartland Credit Union requests that all attendees park on the perimeter of the parking lot, to ensure their members have a place to park.