Legacy Wealth Planning Seminar

Type: seminar Date: February 20 Time: 07:00 PM - 08:30 PM Venue: Homewood Suites by Hilton, 125 Harbour Place Drive, Davidson, NC 28036, Davidson, NC,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Homewood Suites by Hilton 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:125 Harbour Place Drive, Davidson, NC 28036 DTSTART:20140220T190000 DTEND:20140220T203000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/legacy-wealth-planning-seminar-7/ SUMMARY:Legacy Wealth Planning Seminar LOCATION:Homewood Suites by Hilton, 125 Harbour Place Drive, Davidson, NC 28036, Davidson, NC, PHONE: DTSTAMP:20220128T193936 UID:61f44678840cb 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 costs; 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