If all you have done is draft a simple WILL or establish a TRUST, your estate plan is likely NOT done.

Your beneficiary designations play a critical role in a successful and smooth estate settlement process. How you set up or establish your beneficiaries will depend on the type of estate plan you have, and there is always more to it than most realize! This is an area most law firms are hesitant or unable to address, but this is an important area of focus and service of our firm.

Come learn how to unlock the secrets of beneficiary designations to ensure quick, tax-smart transfers to your heirs or Trust. This practical workshop will help you to navigate asset transfers, evade common pitfalls, and help ensure all your assets blend seamlessly with your WILL or TRUST for a foolproof family legacy. This 90-minute educational workshop will include time for Q&A. Instructor is Jeff Litfin, Certified Estate Planner, Generations LAW FIRM

Shielding Your Legacy: Planning Ahead for Long-Term Care Costs
Long-term care can be one of the most significant financial threats to your retirement and estate—and most families are unprepared for the high costs of nursing homes, assisted living, or extended care. The good news? With the right strategies in place, it’s possible to protect your assets before a crisis hits. Sadly, most people wait until it's too late.

In this 90-minute educational workshop, you’ll learn how Federal and Minnesota laws provide options to safeguard your savings and assets from spend-down and estate recovery requirements—but only for those who plan ahead. You’ll also gain a clearer understanding of how Wills and Trusts factor into long-term care planning, and explore advanced asset protection tools designed to ensure your legacy stays intact for your loved ones.

Whether you're planning for your own future or helping aging parents prepare, this session will equip you with knowledge that can make a significant difference. Led by Jeff Litfin, Certified Estate Planner with Generations Law Firm, this class includes a live Q&A session to address your personal concerns.

The emotional consequences and negative ripple effects of failing to keep your documents in order can cause frustration, delays and a financial burden on your loved ones and heirs. You may have a simple WILL in place, but that only scratches the surface of what is needed in case you pass away or become incapacitated. What have you done about your financial accounts? Insurance policies? Medical wishes? What if you’re divorced? A surviving spouse? Have a blended family? What about property you may own or pets you care deeply about?

Who will know what to do if you aren’t around to tell them? Is your Will good enough? Should you consider a Trust?

In this educational workshop, you will learn the 25 documents most experts recommend you collect and maintain so family members aren’t left scrambling to find important papers and information in a time of loss and confusion.

Whether you’re single, married, divorced, widowed, own a business, or have a blended family, this session will help you understand what’s needed to make sure your affairs are in order. Topics include legal documents, healthcare planning, financial and property records, and guidance for personal wishes.

Led by Jeff Litfin, Certified Estate Planner with Generations Law Firm, this class will help you gain clarity and confidence in preparing for the unexpected—so your loved ones aren’t left searching for answers during a difficult time. Time for live Q&A included.

TRUTH: If you fail to plan, you plan to fail.
Are you prepared if something were to happen to you? What if you're incapacitated? What if you have minor children? Own real property? Have financial assets? Deal with difficult family dynamics? Have elderly parents? Without a complete and carefully crafted estate plan, you or your loved ones could be left facing confusion, delays, legal fees—and even court battles. In this engaging 90-minute workshop, you'll learn how to take control now to ensure no one inherits a mess in the future.

Topics include:

• Understanding the crucial differences between Wills and Trusts
• Why every adult—yes, even your college student—should have a Power of Attorney and Health Care Directive
• How to sidestep Probate and keep your estate matters private
• How to ensure you set up your "Executor" for success and not frustration
• The role of beneficiary designations, TODs, and PODs in transferring assets quickly and efficiently
• Addressing family dynamics and avoiding common communication breakdowns

Led by Jeff Litfin, Certified Estate Planner at Generations Law Firm, this session provides practical insight into what it really means to plan ahead—not just legally, but thoughtfully. A live Q&A will follow the presentation to help you get answers tailored to your personal situation

Oakwood is excited to bring this popular workshop back to our church!

This nationally recognized program by Generations Law Firm has been vetted and approved by Converge North Central to help families address critical estate planning, taxation, probate, and legacy gifting considerations.

The documents, the dynamics, the decisions—it's time to get them right. Without a complete and carefully crafted estate plan, your loved ones could be left facing confusion, delays, legal fees—and even court battles. In this engaging 90-minute workshop, you'll learn how to take control now to ensure no one inherits a mess later.

Topics include: 

• Understanding the crucial differences between Wills and Trusts
• Why every adult—yes, even your college student—needs a Power of Attorney and Health Care Directive
• How to sidestep Probate and keep your estate matters private
• Legacy gifting and other tax strategies
• The role of beneficiary designations, TODs, and PODs in transferring assets quickly and efficiently
• Addressing family dynamics and avoiding common communication breakdowns

Led by CEO and Attorney Andrew Dibble along with Jeff Litfin, Certified Estate Planner at Generations Law Firm, this session provides practical insight into what it really means to plan ahead—not just legally, but thoughtfully. A live Q&A will follow the presentation to help you get answers tailored to your personal situation.

Mindful Estate Planning is a gift of love and order for your family and those you care about.

Don't miss this informative and beneficial event!

If all you have done is draft a simple WILL or establish a TRUST, your estate plan is likely NOT done.

Learn how to unlock the secrets of beneficiary designations to ensure quick, tax-smart transfers to your heirs or Trust. This practical workshop equips you to navigate asset transfers, evade common pitfalls, and help ensure all your assets blend seamlessly with your WILL or TRUST for a foolproof family legacy.

Join us to gain practical insights and hands-on strategies from our estate planning experts. You'll learn how to recognize assets at risk for probate, review and update your beneficiary designations, avoid common pitfalls that could derail your estate plan, and integrate your designations seamlessly with your WILL or TRUST for maximum impact. This workshop empowers you to take control of your legacy with confidence—and safeguard your wealth and wishes in the process.

This 90-minute workshop will include a Q&A session. Instructor is Jeff Litfin, Certified Estate Planner, Generations LAW FIRM

Generations Law Firm and The Molly Nadeau Team (Neighborhood Loans) are proud to present:

--  ESTATE PLANNING MASTERY  --
** Two Events - Sept 16 & 23 **

Do you own a business? Real estate? Wondering about potential estate taxes or how to successfully transfer assets to minor children? Do you have complicated or difficult family dynamics?

THEN THIS CLASS IS FOR YOU!

Without a complete and carefully crafted estate plan, your loved ones could be left facing confusion, delays, legal fees—and even court battles. In this engaging 90-minute workshop, you'll learn how to take control now to prevent unnecessary stress later.

Topics include:

• Understanding the crucial differences between Wills and Trusts
• Why every adult—yes, even your college student—needs a Power of Attorney and Health Care Directive
• How to sidestep Probate and keep your estate matters private
• How to protect your business
• Charitable giving and tax strategies
• The role of beneficiary designations, TODs, and PODs in transferring assets quickly and efficiently
• Addressing family dynamics and avoiding common communication breakdowns

Led by Attorney and CEO Andrew Dibble and Jeff Litfin, Certified Estate Planner from Generations Law Firm, this educational session provides practical insight into what it really means to plan ahead—not just legally, but thoughtfully. Time for live Q&A is included in the presentation to help you get the answers you need.

Plan smarter now—so your family doesn’t have to clean up later.

Back by popular demand!
Who Will Inherit the Mess?

Estate planning isn’t just about what happens when you’re gone—it’s about making sure your loved ones aren’t left with confusion, conflict, or costly legal battles. In this informative and beneficial 90-minute workshop, you’ll learn how to keep your estate out of Probate, ensure your assets are transferred smoothly, and avoid the common (but easily preventable) mistakes that can create a legal and emotional mess for your family.

You’ll explore the real-world differences between Wills and Trusts, and why having the right documents—like Powers of Attorney and Health Care Directives—is essential for adults of all ages, including college students. The workshop also dives into often-overlooked topics like family communication, tax strategies, current and legacy giving, and the power of beneficiary designations, TODs, and PODs in creating a complete and effective estate plan.

This popular workshop has been vetted and approved by Converge North Center and has already been taught in over 100+ CNC church locations with overwhelming response. Presented by Jeff Litfin, Certified Estate Planner with Generations Law Firm, this session offers clear guidance, practical examples, and a welcoming environment—plus time for your questions during a live Q&A.

Don't miss this informative and beneficial event!

If all you have done is draft a simple WILL or establish a TRUST, your estate plan is likely NOT done.

Learn how to unlock the secrets of beneficiary designations to ensure quick, tax-smart transfers to your heirs or Trust. This practical workshop equips you to navigate asset transfers, evade common pitfalls, and help ensure all your assets blend seamlessly with your WILL or TRUST for a foolproof family legacy.

Join us to gain practical insights and hands-on strategies from our estate planning experts. You'll learn how to recognize assets at risk for probate, review and update your beneficiary designations, avoid common pitfalls that could derail your estate plan, and integrate your designations seamlessly with your WILL or TRUST for maximum impact. This workshop empowers you to take control of your legacy with confidence—and safeguard your wealth and wishes in the process.

This 90-minute workshop will include a Q&A session. Instructor is Jeff Litfin, Certified Estate Planner, Generations LAW FIRM

Generations Law Firm and The Molly Nadeau Team (Neighborhood Loans) are proud to present:

--  ESTATE PLANNING MASTERY  --
** Two Events - Sept 16 & 23 **

Do you own a business? Real estate? Wondering about potential estate taxes or how to successfully transfer assets to minor children? Do you have complicated or difficult family dynamics?

THEN THIS CLASS IS FOR YOU!

Without a complete and carefully crafted estate plan, your loved ones could be left facing confusion, delays, legal fees—and even court battles. In this engaging 90-minute workshop, you'll learn how to take control now to prevent unnecessary stress later.

Topics include:

• Understanding the crucial differences between Wills and Trusts
• Why every adult—yes, even your college student—needs a Power of Attorney and Health Care Directive
• How to sidestep Probate and keep your estate matters private
• How to protect your business
• Charitable giving and tax strategies
• The role of beneficiary designations, TODs, and PODs in transferring assets quickly and efficiently
• Addressing family dynamics and avoiding common communication breakdowns

Led by Attorney and CEO Andrew Dibble and Jeff Litfin, Certified Estate Planner from Generations Law Firm, this educational session provides practical insight into what it really means to plan ahead—not just legally, but thoughtfully. Time for live Q&A is included in the presentation to help you get the answers you need.

Plan smarter now—so your family doesn’t have to clean up later.

Our Most Popular Workshop!

Estate planning isn’t just about what happens when you’re gone—it’s about making sure your loved ones aren’t left with confusion, conflict, or costly legal battles. In this informative and approachable 90-minute workshop, you’ll learn how to keep your estate out of Probate, ensure your assets are transferred smoothly, and avoid the common (but easily preventable) mistakes that can create a legal and emotional mess for your family.

You’ll explore the real-world differences between Wills and Trusts, and why having the right documents—like Powers of Attorney and Health Care Directives—is essential for adults of all ages, including college students. The workshop also dives into often-overlooked topics like family communication, legacy giving, tax strategies, and the power of beneficiary designations, TODs, and PODs in creating a complete and effective estate plan.

This popular workshop has been vetted and approved by Converge North Center and has already been taught at other churches with overwhelming response. Led by Attorney and CEO Andrew Dibble and Jeff Litfin, Certified Estate Planner with Generations Law Firm, this session offers clear guidance, practical examples, and a welcoming environment—plus time for your questions during a live Q&A.

If all you have done is draft a simple WILL or establish a TRUST, your estate plan is likely NOT done.

Learn how to unlock the secrets of beneficiary designations to ensure quick, tax-smart transfers to your heirs or Trust. This practical workshop equips you to navigate asset transfers, evade common pitfalls, and help ensure all your assets blend seamlessly with your WILL or TRUST for a foolproof family legacy.

Join us to gain practical insights and hands-on strategies from our estate planning experts. You'll learn how to recognize assets at risk for probate, review and update your beneficiary designations, avoid common pitfalls that could derail your estate plan, and integrate your designations seamlessly with your WILL or TRUST for maximum impact. This workshop empowers you to take control of your legacy with confidence—and safeguard your wealth and wishes in the process.

This 90-minute workshop will include a Q&A session. Instructor is Jeff Litfin, Certified Estate Planner, Generations LAW FIRM