Legacy Wealth Planning Seminar

Type: seminar Date: August 6 Time: 02:00 PM - 03:30 PM Venue: Matthews Library, 230 Matthews Station Street, Matthews, NC 28105, Charlotte-Matthews,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Matthews Library 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:230 Matthews Station Street, Matthews, NC 28105 DTSTART:20150806T140000 DTEND:20150806T153000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/legacy-wealth-planning-seminar-80/ SUMMARY:Legacy Wealth Planning Seminar LOCATION:Matthews Library, 230 Matthews Station Street, Matthews, NC 28105, Charlotte-Matthews, PHONE: DTSTAMP:20220118T193607 UID:61e716a714988 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. *The Library is not a sponsor, nor does it endorse any practices or points of view of the sponsors of the program.  
Event is due and cannot be registered at the moment