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Retirement Lifestyle and Estate Planning Attorney

Retirement Lifestyle and Estate Planning Attorney

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Retirement Lifestyle and Estate Planning Attorney | attorneybheen.com Reviews

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Retirement Lifestyle and Estate Planning Attorney

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Attorney Barbara Heen - Estate Planning Specialist

http://attorneybheen.com/index.html

Do you have dreams for your lifestyle now or during retirement? Whether you’re 40, 60, 80 or somewhere in between, you probably have questions about how to arrange the circumstances of your life so that you can lead the life you want to live. Are there new interests or hobbies you’d like to pursue? Would you like to spend winters somewhere warm? MinnWest Technology Campus - Willmar, MN 320.222.3095 barbara@attorneybheen.com.

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Attorney Barbara Heen - About Us

http://attorneybheen.com/about.html

Over the past 25 years, Barbara has provided planning to families and businesses. Whether guiding clients through the process of creating their estate plan or helping an entrepreneur launch a new business, Barbara believes most planning endeavors answer four basic questions. Her job is helping to create Retirement Lifestyle and Estate Planning Solutions that take into account today's changed financial and health care environment. She sees her work as providing a guided approach to Retirement Lifestyl...

3

Attorney Barbara Heen - Services

http://attorneybheen.com/services.html

Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. A major concern for drafters of estate plans is federal and state tax law. Gifts (gifts made while the donor is alive) in order to minimize taxes. The Federal Gift Tax exempts certain levels of lifetime gifts. If you are the Personal R...

4

Attorney Barbara Heen - Seminars & Classes

http://attorneybheen.com/seminars.html

Retirement Lifestyle and Estate Planning Seminars. Do you have dreams for your lifestyle now or during retirement? There are no seminars at this time. Please check back again. 1 - Introduction to Retirement Lifestyle and Estate Issues. 2 - A conversation about arranging your Retirement Lifestyle. 3 - The mechanics and paperwork needed to enable your lifestyle goals. 4 - A conversation about late life and end of life issues. 5 - A conversation about Wills and Trusts.

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“If you aren’t happy with the result . . . | Plan Well Live Great!

https://attorneybheen.wordpress.com/2015/01/28/if-you-arent-happy-with-the-result

Plan Well Live Great! 8220;If you aren’t happy with the result . . . January 28, 2015. It means we are not done yet.”. I’m paraphrasing a sentiment from a recent movie, “The Best Exotic Marigold Hotel” (2011). As much as I’ve read quite a collection of books on aging and mid-life change over the past couple of years, I’ve noticed there is a growing list of movies designed for this same population. The Bucket List (2007), Morgan Freeman, Jack Nicholson. Love Punch (2013) Pierce Brosnan, Emma Thompson.

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We’re just getting started | Plan Well Live Great!

https://attorneybheen.wordpress.com/2014/04/22/were-just-getting-started

Plan Well Live Great! What I learned at my momma’s knee →. We’re just getting started. April 22, 2014. A lovely young woman came to my office yesterday to tutor me in the use of a software I had installed on my computer 8 months ago. For whatever reason, installing the software was harder than it should have been and took more time than I expected. So, once installation was complete, I pushed actually using it to the bottom of my to-do list. I explain this brief encounter because my thoughts and feelings...

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Lessons from a Career in Planning | Plan Well Live Great!

https://attorneybheen.wordpress.com/2014/12/07/lessons-from-a-career-in-planning

Plan Well Live Great! What I learned at my momma’s knee. Step One: Name Your Goal →. Lessons from a Career in Planning. December 7, 2014. My work involves helping people understand what they value, create goals related to those assets, and execute plans for the use of those assets. I’ve approached this kind of planning from a variety of angles. All my jobs have related to planning — investments, insurance, accounting, trusts, and finally practicing law as an estate planning attorney. People who want to c...

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attorneybheen | Plan Well Live Great!

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Plan Well Live Great! 8220;If you aren’t happy with the result . . . January 28, 2015. It means we are not done yet.” I’m paraphrasing a sentiment from a recent movie, “The Best Exotic Marigold Hotel” (2011). As much as I’ve read quite a collection of books on aging and mid-life change over … Continue reading →. January 21, 2015. How do you beat the mid-winter blahs? January 14, 2015. An Attitude of Value. January 7, 2015. Estate Planning has More to do with Life than Death. December 28, 2014. Isn’...

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Estate Planning has More to do with Life than Death | Plan Well Live Great!

https://attorneybheen.wordpress.com/2014/12/28/estate-planning-has-more-to-do-with-life-than-death

Plan Well Live Great! Just like a car, the best Estate Plans require Maintenance. An Attitude of Value →. Estate Planning has More to do with Life than Death. December 28, 2014. My practice is almost exclusively devoted to estate planning and probate. Estate planning hopefully deals with matters prior to death but face it, probate only comes up after someone has passed. So how do I get around it? The discomfort, the squeamishness, the awkward sense that no one willingly discusses these things? Fill in yo...

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What I learned at my momma’s knee | Plan Well Live Great!

https://attorneybheen.wordpress.com/2014/05/07/what-i-learned-at-my-mommas-knee

Plan Well Live Great! We’re just getting started. Lessons from a Career in Planning →. What I learned at my momma’s knee. May 7, 2014. Mom always had a plan for the money. No matter what new funding issue arose, she would simply sit down with her notebook and figure it out. Mom’s plan worked throughout my life for other things. I used mom’s plan to get myself into and through law school, buy a house, even make career changes. 1) What do you want to do? 2) Where do you want to do it? You are commenting us...

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Just like a car, the best Estate Plans require Maintenance | Plan Well Live Great!

https://attorneybheen.wordpress.com/2014/12/21/just-like-a-car-the-best-estate-plans-require-maintenance

Plan Well Live Great! Step One: Name Your Goal. Estate Planning has More to do with Life than Death →. Just like a car, the best Estate Plans require Maintenance. December 21, 2014. Isn’t she beautiful! We all love the glow of the unmarred, slightly sparkly surface, the shiny hubcaps, the black satin new tires. Some of us enjoy new car smell, being the first owner, pushing, pulling, and turning knobs and dials for the first time. What’s not to like about a new car? Well, just like buying a car, there is ...

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Step One: Name Your Goal | Plan Well Live Great!

https://attorneybheen.wordpress.com/2014/12/14/step-one-name-your-goal

Plan Well Live Great! Lessons from a Career in Planning. Just like a car, the best Estate Plans require Maintenance →. Step One: Name Your Goal. December 14, 2014. Finish that room in the basement? Or finally achieve that life long goal of taking that extra long trip to that exotic place you’ve always dreamed about? Answering the question, “What do you want to do? Or are we considering larger issues that take planning, time, and discipline to achieve? All of us carry dreams and ideas around in our heads&...

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Tenants | MinnWest Technology Campus

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Mission & Vision. Ag & Animal Science Conference. Mission & Vision. Ag & Animal Science Conference. Best Source of Information for Agronomy, Engineering, Permitting and Environmental Services. 1700 Technology Drive NE. Barbara J. Heen. 1700 Technology Drive NE. Innovative and cost-effective engineering and environmental solutions. 1700 Technology Drive NE. Compliance Specialists, Inc. 1700 Technology Drive NE. DATASuccess, Inc. provides on-site personal computer sales and service for home and business.

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Retirement Lifestyle and Estate Planning Attorney

Do you have dreams for your lifestyle now or during retirement? Whether you’re 40, 60, 80 or somewhere in between, you probably have questions about how to arrange the circumstances of your life so that you can lead the life you want to live. Are there new interests or hobbies you’d like to pursue? Would you like to spend winters somewhere warm? MinnWest Technology Campus - Willmar, MN 320.222.3095 barbara@attorneybheen.com.

attorneybheen.wordpress.com attorneybheen.wordpress.com

Plan Well Live Great!

Plan Well Live Great! 8220;If you aren’t happy with the result . . . January 28, 2015. It means we are not done yet.”. I’m paraphrasing a sentiment from a recent movie, “The Best Exotic Marigold Hotel” (2011). As much as I’ve read quite a collection of books on aging and mid-life change over the past couple of years, I’ve noticed there is a growing list of movies designed for this same population. The Bucket List (2007), Morgan Freeman, Jack Nicholson. Love Punch (2013) Pierce Brosnan, Emma Thompson.

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