Legacy Wealth Planning Seminar
from Pamela H PotterTraditional 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. Please register for a free seat at this link: (from )
potterestateplanning.com/seminars/172/legacy-wealth-planning-seminar/
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February 28, 2018 from 1:00 to 2:30 pmFebruary 28, 2018 01:00 to February 28, 2018 02:30 -
Huntersville Professional Building
11330 Vanstory Drive, Huntersville, NC -
Contact Pamela H Potter for more information
606-324-5516
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