More Than Money: Planning for Your Legacy & Your Family Treasures

Name: More Than Money: Planning for Your Legacy & Your Family Treasures
Start: 2026-05-20T14:00:00-05:00
Location: Nicollet County Historical Society

Schedule

Wed, 20 May, 2026 at 02:00 pm

UTC-05:00

Location

Nicollet County Historical Society | Saint Peter, MN

*** Space is limited to 35 participants. Advance reservations are required.
History isn’t just about the past; it’s about the foundation we leave for those who follow. You’ve spent a lifetime collecting stories, photos, and heirlooms. What happens to them next? Join NCHS and attorney Jared Koch of Blethen Berens for a unique seminar that balances financial stewardship with historical preservation for generations to learn from.
Learn how to create an estate plan that protects your family’s financial future while also ensuring that your "treasures", from 19th-century letters to local business records, are properly preserved and your executor knows their value and your intention.
What you’ll learn:
• Best legal practices for donating historical documents, photos, family heirlooms or artifacts to a museum or society to stay within the community.
• How you can ensure your generational property is transitioned thoughtfully and what you need to know before you donate.
• The tax-saving benefits of naming a non-profit as a beneficiary
• How to include the Nicollet County Historical Society or any non-profit in your will or trust without affecting your current lifestyle.
About the Presenter
Jared Koch is an attorney with Blethen Berens, where he focuses on estate planning, probate, and incapacity planning. He works closely with individuals and families to create estate plans tailored to their needs and to guide them through complex decisions with clarity and care. Jared also assists clients with guardianship and conservatorship matters, helping ensure long-term support and protection for loved ones.
Learn more about Jared and his practice: https://www.blethenberens.com/staff/jared-koch