Legacy Wealth Planning Seminar

Type: seminar Date: August 3 Time: 10:00 AM - 11:30 AM Venue: Hampton Inn - Matthews, 9615 Independence Pointe Pkwy, Matthews, NC 28105, Matthews, NC,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Hampton Inn - Matthews 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:9615 Independence Pointe Pkwy, Matthews, NC 28105 DTSTART:20160803T100000 DTEND:20160803T113000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/legacy-wealth-planning-seminar-67/ SUMMARY:Legacy Wealth Planning Seminar LOCATION:Hampton Inn - Matthews, 9615 Independence Pointe Pkwy, Matthews, NC 28105, Matthews, NC, PHONE: DTSTAMP:20220124T033348 UID:61ee1e1c50239 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. Please note that our attorneys are not licensed in South Carolina.  If you are a South Carolina resident, we are happy to refer you to an attorney in South Carolina.  Please give us a call at 704-944-3245 for more information.
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