Legacy Wealth Planning Seminar

Type: seminar Date: January 16 Time: 10:00 AM - 11:30 AM Venue: SpringHill Suites Ballantyne, 12325 Johnston Road, Charlotte, NC 28277, Charlotte-Ballantyne,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:SpringHill Suites Ballantyne 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:12325 Johnston Road, Charlotte, NC 28277 DTSTART:20140116T100000 DTEND:20140116T113000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/legacy-wealth-planning-seminar-3/ SUMMARY:Legacy Wealth Planning Seminar LOCATION:SpringHill Suites Ballantyne, 12325 Johnston Road, Charlotte, NC 28277, Charlotte-Ballantyne, PHONE: DTSTAMP:20220121T074914 UID:61ea657a7c9d2 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. Reservations Requested - On this site or by calling (704) 288-6921.
Event is due and cannot be registered at the moment