Legacy Wealth Planning Seminar

Type: seminar Date: June 16 Time: 02:00 PM - 03:30 PM Venue: North County Regional Library, 16500 Holly Crest Lane, Huntersville, NC 28078, Charlotte-Lake Norman,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:North 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 the Charlotte, North Carolina, area and nationally, but it will also focus on issues that are commonly overlooked but are often critical to leaving a positive legacy, […] ADDRESS:16500 Holly Crest Lane, Huntersville, NC 28078 DTSTART:20150616T140000 DTEND:20150616T153000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/legacy-wealth-planning-seminar-39/ SUMMARY:Legacy Wealth Planning Seminar LOCATION:North County Regional Library, 16500 Holly Crest Lane, Huntersville, NC 28078, Charlotte-Lake Norman, PHONE: DTSTAMP:20220128T185958 UID:61f43d2e592f4 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 the Charlotte, North Carolina, area 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