Aug 6, 2018 by Danielle Andersen
The Knute Nelson Foundation, Thrivent Financial and estate planning attorney,
Lisa Bowen, are pleased to come together to provide Alexandria and the
surrounding communities with education on important topics, such as wills,
advanced care directives, U.S. tax reform, charitable giving, sharing your
legacy with the next generation, and more.
Join us for this free four part series designed by recognized professionals to equip
you with the materials and knowledge you need to help foster conversations
related to advanced planning for the future.
TUESDAY, SEPTEMBER 4 from 6:30-8:00 pm
The Whys of Wills (PART I): What wills are, how they work, discussion of probate and alternatives to wills. This is a leader discussion for Part II on October 9th.
TUESDAY, OCTOBER 9 from 6:30-8:00 pm
The Whys of Wills (PART II): A follow up session to PART I, PART II covers beneficiary designations, the pros and cons of beneficiary designations, how beneficiary designations work (or don’t work) with wills. We will also discuss power of attorney documents and discuss what they are, who should have one, who should be named in the documents. Lastly, Staff from the Written Gift, a local non-profit organization and attorney, Bowen, will discuss Advanced Health Care Directives, to include who needs an advanced directive, what they are (and are not), and how to get one completed.
THURSDAY, NOVEMBER 8 from 6:30-8:00 pm
U.S. Tax Reform and Leaving Your Legacy: Congress recently revised the U.S. Tax Code, affecting millions of Americans. Find out how you and your family fare under the new changes. Are there people and organizations you care about and want to help financially? Learn strategies around sustaining your church’s foundation, supplementing an endowment fund or leaving an inheritance.
TUESDAY, DECEMBER 11 from 6:30-8:00 pm
Keeping the Farm in the Family: Do you own a family farm, business, lake property or cabin? Understand key components to smoothly transition your business or cabin to the next generation.
All sessions located in the Grand Arbor Community Room at 4403 Pioneer Road SE, Alexandria. Please RSVP for each session to Chris.Harris@knutenelson.org or (320) 759-1269.