Legacy Wealth Planning Seminar

Type: seminar Date: February 18 Time: 02:00 PM - 03:30 PM Venue: Huntersville Professional Building, 11330 Vanstory Drive, Huntersville, NC 28078, Lake Norman, NC,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Huntersville Professional Building 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, NC, the Lake Norman area, and nationally, but it will also focus on issues that are commonly overlooked but are often critical to leaving a positive […] ADDRESS:11330 Vanstory Drive, Huntersville, NC 28078 DTSTART:20140218T140000 DTEND:20140218T153000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/legacy-wealth-planning-seminar-5/ SUMMARY:Legacy Wealth Planning Seminar LOCATION:Huntersville Professional Building, 11330 Vanstory Drive, Huntersville, NC 28078, Lake Norman, NC, PHONE: DTSTAMP:20220124T032634 UID:61ee1c6acbc34 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, NC, the Lake Norman 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;long-term care; 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