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Legacy Wealth Planning

Tuesday, Sep 10, 2013 10:00a
Ballantyne One Charlotte, NC

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, 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… Show more

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Ballantyne One
15720 John J. Delaney Drive, 3rd Floor Charlotte, NC
Charlotte, NC 28277
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