Wills & Trusts: Legacy Wealth Planning Seminar

Type: seminar Date: November 9 Time: 02:00 PM - 03:30 PM Venue: Sara's YMCA - Ballantyne, 15940 Brixham Hill Avenue, 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:Sara's YMCA - Ballantyne 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:15940 Brixham Hill Avenue, Charlotte, NC 28277 DTSTART:20161109T140000 DTEND:20161109T153000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/wills-trusts-legacy-wealth-planning-seminar-3/ SUMMARY:Wills & Trusts: Legacy Wealth Planning Seminar LOCATION:Sara's YMCA - Ballantyne, 15940 Brixham Hill Avenue, Charlotte, NC 28277, Charlotte-Ballantyne, PHONE: DTSTAMP:20220128T194844 UID:61f4489c186e4 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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