Legacy Wealth Planning Seminar

Type: seminar Date: November 4 - November 5 Time: 01:30 PM - 03:00 PM Venue: Hampton Inn, 9615 Independence Pointe Parkway, Matthews, NC, Matthews, NC,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Hampton Inn DESCRIPTION: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 […] ADDRESS:9615 Independence Pointe Parkway, Matthews, NC DTSTART:20151104T133000 DTEND:20151105T150000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/legacy-wealth-planning-seminar-48/ SUMMARY:Legacy Wealth Planning Seminar LOCATION:Hampton Inn, 9615 Independence Pointe Parkway, Matthews, NC, Matthews, NC, PHONE: DTSTAMP:20220128T190650 UID:61f43ecaaf6f7 END:VEVENT END:VCALENDAR
      Legacy Wealth Planning Seminar.ics
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 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