The Madelia Community Hospital & Clinic (MCHC) will be welcoming Attorney Margaret Koberoski to the first of two free Discovery Dinners at Salem Lutheran Church in Madelia. Koberoski will be presenting: Estate Planning: Creating your Legacy on Wednesday, September 11th. A light dinner will be served starting at 5 p.m. with Koberoski’s presentation starting at 5:30 p.m. Please come and enjoy a meal with family and friends and learn about estate planning.
Have you thought about what might happen to your estate when you are gone? Many of us believe we simply do not have to worry about that now. However there are many reasons why you want to start thinking about starting this process. This class will give an introduction to estate planning challenges, techniques and taxation. There are tax consequences of estate planning that need to be considered regardless of estate size. Having a will and keeping it up to date is very important and Margaret will be able to give insight about the benefits of estate planning.
Charitable bequests and lifetime gifts can be the most carefully considered part of an estate plan. Through planned giving, an individual can leave a legacy within their community that will benefit future generations. The tax benefits of charitable gifts are also important considerations.
Koberoski’s seminar will address charitable planning options that can keep farmers from facing significant tax implications, as they move closer to retirement and begin transitioning out of farming. Charitable trusts and green unitrusts are popular planning tools that establish lifetime income for the donor, while accomplishing capital gain and ordinary income tax avoidance. Her message will be beneficial for anyone who is interested in charitable giving, especially individuals who are approaching retirement or are in retirement, financial planners, insurance professionals and CPAs.
Margaret Koberoski is a partner in the Kakeldey & Koberoski Law Firm in Mankato. The firm specializes in business and estate planning. Her areas of expertise include: Real Estate, Estate Planning, Business Planning and Long Term Care Planning.
The second Discovery Dinner will take place on Monday, September 23rd also starting at 5 p.m. Certified Palliative Care Nurse, Lores J. Vlaminck, is returning to Madelia to give a presentation on the Importance of Advance Directives. She was the presenter at last winter’s Discovery Dinner and is returning for this second series. She will discuss the need for advance directives and the importance of having critical life conversations with your family. Vlaminck has over 34 years of professional nursing experience with an extensive clinical background in cardiac and intensive care, outpatient clinic services, home care and hospice.
The Discovery Dinners are sponsored by the Madelia Community Hospital & Clinic and the Madelia Community Hospital Foundation. Please call 507.642.3255 to register for these free sessions.Salem is located at 109 3rd St SE in Madelia and these classes are open to anyone.