Legacy Wealth Planning Seminar

Type: seminar Date: November 4 Time: 02:00 PM - 03:30 PM Venue: South County Regional Library, 5801 Rea Road, Charlotte, NC 28277, Charlotte-Rea Road,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:South County Regional Library DESCRIPTION:Traditional estate planning has focused primarily on the estate tax and probate. This estate planning seminar will discuss the current issues surrounding the estate tax and probate in Charlotte, North Carolina, and nationally, but it will also focus on issues that are commonly overlooked but are often critical to leaving a positive legacy, including what […] ADDRESS:5801 Rea Road, Charlotte, NC 28277 DTSTART:20141104T140000 DTEND:20141104T153000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/legacy-wealth-planning-seminar-16/ SUMMARY:Legacy Wealth Planning Seminar LOCATION:South County Regional Library, 5801 Rea Road, Charlotte, NC 28277, Charlotte-Rea Road, PHONE: DTSTAMP:20220128T201932 UID:61f44fd47d12e END:VEVENT END:VCALENDAR
      Legacy Wealth Planning Seminar.ics
Traditional estate planning has focused primarily on the estate tax and probate. This estate planning seminar will discuss the current issues surrounding the estate tax and probate in Charlotte, North Carolina, and nationally, but it will also focus on issues that are commonly overlooked but are often critical to leaving a positive legacy, including what happens if you become disabled; asset protection for spouses and children; protecting against long-term care costs, including nursing home expenses; and providing for beneficiaries with special needs. We will talk in particular about the relative advantages and disadvantages of estate planning using wills and revocable living trusts. *The Library is not a sponsor, nor does it endorse any practices or points of view of the sponsors of the program.
Event is due and cannot be registered at the moment