Legacy Wealth Planning Seminar

Type: seminar Date: November 8 Time: 10:00 AM - 11:30 AM Venue: Hampton Inn SouthPark at Phillips Place, 6700 Phillips Pl Ct, Charlotte, NC 28210, Charlotte-SouthPark,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Hampton Inn SouthPark at Phillips Place 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:6700 Phillips Pl Ct, Charlotte, NC 28210 DTSTART:20141108T100000 DTEND:20141108T113000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/legacy-wealth-planning-seminar-22/ SUMMARY:Legacy Wealth Planning Seminar LOCATION:Hampton Inn SouthPark at Phillips Place, 6700 Phillips Pl Ct, Charlotte, NC 28210, Charlotte-SouthPark, PHONE: DTSTAMP:20220128T201633 UID:61f44f2160d03 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.
Event is due and cannot be registered at the moment