Agenda Discovery Week Month

Curated for Me

Wills & Trusts: Legacy Wealth Planning Seminar (Copy)

Free Legacy Wealth Planning Seminar1
Write a Review
Select your rating. ( ) ( ) ( ) ( ) ( )
Endorsed by Curators:
Jan 29 10:00AM - 11:30AM
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.

Space is limited, so reserve your seat today!

Upcoming Events