WILLS & TRUSTS: Legacy Wealth Planning Seminar

Type: seminar Date: September 6 Time: 07:00 PM - 08:30 PM Venue: The Meeting Place, 209 W. South Main Street, Waxhaw, NC 28173, Waxhaw,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:The Meeting Place 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, NC, the Lake Norman area, and nationally, but it will also focus on issues that are commonly overlooked but are often critical to leaving a positive […] ADDRESS:209 W. South Main Street, Waxhaw, NC 28173 DTSTART:20180906T190000 DTEND:20180906T203000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/wills-trusts-legacy-wealth-planning-seminar-33/ SUMMARY:WILLS & TRUSTS: Legacy Wealth Planning Seminar LOCATION:The Meeting Place, 209 W. South Main Street, Waxhaw, NC 28173, Waxhaw, PHONE: DTSTAMP:20220124T040102 UID:61ee247e3d5b6 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, NC, the Lake Norman area, 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;long-term care; 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