Commercial, residential, raw land, it doesn’t matter what flavor, the current marketplace offers some unique challenges and opportunities. Should you buy, sell, exchange? Leverage or cash? This class will highlight the options that look best in our current economic situation. Join us for a discussion of investment real estate as the economy moves ahead.

Take it with me, leave it where it is, roll it over, take income now? What are my options? This class will look at the do’s and don’ts, what and whatnots, when analyzing the transfer of your ex-employer’s retirement plan. 72T, special tax treatment opportunities, rollovers, start a new plan. Even if you are just retiring and not changing jobs or laid off, you will find this class beneficial.

This class will look at three of the most popular trusts and how they can save you thousands of dollars in legal fees, taxes and expenses, while protecting your family! Basic information on Living Trusts, Wealth Replacement Trust and Special Needs trusts. Also you’ve been named executor/trustee– now what does that mean? Review of responsibilities and how to go about getting everything accomplished. This will help you get organized for the estate of a loved one recently passed or how to prepare an estate for the eventuality.

There are many different types of trust arrangements. This class will look at three of the most popular trust and how they can save you thousands of dollars in legal fees, taxes and expenses, while protecting your family!

Living Trust—Get the straight story on today’s most popular trust arrangement. If you already have one, when was the last time it was reviewed? Do you know if it will still work today the way you had intended?

Wealth Replacement Trust—A simple trust that can save you and your heirs thousands of dollars. Would you like to establish financial security for your family? This trust can help!

Special Needs Trust—A trust arrangement designed for those with special needs who may be receiving government entitlements such as SSI and Medicare. Proper trust planning can protect these valuable resources and still allow an inheritance to benefit a person with a disability.

You’ve been named executor/trustee—now what? This class will help you to understand what needs to be done. What your responsibilities are and how to go about accomplishing them. This class will help you get organized for the estate of a loved one recently passed or how to prepare an estate for the eventuality.

Subprime loans, short sales, foreclosures. What dos it all mean? What are the ramifications of bankruptcy? How hard should you struggle to stay in your home? What is the cost if you don't? Join us for a discussion of the challenges facing homeowners today.