Legacy Wealth Planning Seminar

Type: seminar Date: April 28 Time: 10:00 AM - 11:30 AM Venue: SpringHill Suites Ballantyne, 12325 Johnston Road, Charlotte, NC 28277, Charlotte-Ballantyne,
Google Map
  • + Calendar
    • Google Calendar
    • Outlook Calendar
    • Download ICS File
    • 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:20150428T100000 DTEND:20150428T113000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/legacy-wealth-planning-seminar-32/ SUMMARY:Legacy Wealth Planning Seminar LOCATION:SpringHill Suites Ballantyne, 12325 Johnston Road, Charlotte, NC 28277, Charlotte-Ballantyne, PHONE: DTSTAMP:20220128T183552 UID:61f43788513b8 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