Legacy Wealth Planning Seminar

Type: seminar Date: September 15 Time: 10:00 AM - 11:30 AM Venue: Country Inn & Suites Lake Norman, 16617 Statesville Road, Huntersville, NC 28078, Lake Norman - Huntersville, NC,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Country Inn & Suites Lake Norman 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:16617 Statesville Road, Huntersville, NC 28078 DTSTART:20160915T100000 DTEND:20160915T113000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/legacy-wealth-planning-seminar-70/ SUMMARY:Legacy Wealth Planning Seminar LOCATION:Country Inn & Suites Lake Norman, 16617 Statesville Road, Huntersville, NC 28078, Lake Norman - Huntersville, NC, PHONE: DTSTAMP:20220128T191220 UID:61f44014cd012 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. 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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