Wills & Trusts: Legacy Wealth Planning Seminar

Type: seminar Date: April 29 Time: 10:00 AM - 11:30 AM Venue: SpringHill Suites - Charlotte Ballantyne Area, 12325 Johnston Rd, Charlotte, NC 28277, Charlotte-Ballantyne,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:SpringHill Suites - Charlotte Ballantyne Area 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:12325 Johnston Rd, Charlotte, NC 28277 DTSTART:20170429T100000 DTEND:20170429T113000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/wills-trusts-legacy-wealth-planning-seminar-10/ SUMMARY:Wills & Trusts: Legacy Wealth Planning Seminar LOCATION:SpringHill Suites - Charlotte Ballantyne Area, 12325 Johnston Rd, Charlotte, NC 28277, Charlotte-Ballantyne, PHONE: DTSTAMP:20220128T185704 UID:61f43c808228e END:VEVENT END:VCALENDAR
      Wills & Trusts: 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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