Legacy Wealth Planning Seminar

Type: seminar Date: May 3 Time: 02:00 PM - 03:30 PM Venue: The Potter Law Firm (Ballantyne Office), 15720 Brixham Hill Avenue, Suite 300, Charlotte, NC, Charlotte, NC (Ballantyne),
Google Map
  • + Calendar
    • Google Calendar
    • Outlook Calendar
    • Download ICS File
    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:The Potter Law Firm (Ballantyne Office) DESCRIPTION: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 […] ADDRESS:15720 Brixham Hill Avenue, Suite 300, Charlotte, NC DTSTART:20180503T140000 DTEND:20180503T153000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/legacy-wealth-planning-seminar-84/ SUMMARY:Legacy Wealth Planning Seminar LOCATION:The Potter Law Firm (Ballantyne Office), 15720 Brixham Hill Avenue, Suite 300, Charlotte, NC, Charlotte, NC (Ballantyne), PHONE: DTSTAMP:20220121T082941 UID:61ea6ef53019e END:VEVENT END:VCALENDAR
      Legacy Wealth Planning Seminar.ics
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 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.
Event is due and cannot be registered at the moment