WILLS & TRUSTS: Legacy Wealth Planning Seminar

Type: seminar Date: October 25 Time: 10:00 AM - 11:30 AM Venue: Wingate University - Ballantyne, 13024 Ballantyne Corporate Pl Suite 150, 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:Wingate University - 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, 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:13024 Ballantyne Corporate Pl Suite 150, Charlotte, NC 28277 DTSTART:20181025T100000 DTEND:20181025T113000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/wills-trusts-legacy-wealth-planning-seminar-35/ SUMMARY:WILLS & TRUSTS: Legacy Wealth Planning Seminar LOCATION:Wingate University - Ballantyne, 13024 Ballantyne Corporate Pl Suite 150, Charlotte, NC 28277, Charlotte-Ballantyne, PHONE: DTSTAMP:20220125T143232 UID:61f00a002d18e 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