Free Wills, Living Trusts & Retirement Planning Seminar-Maggiano's-Durham
This is a free workshop on Wills, Living Trusts and Retirement Planning with a complimentary meal and a special opportunity to hear a presentation from Walker Lambe's Managing Partner, Mark Costley and Wealth Management Advisor, Karen Diamond with Morgan Stanley. During the presentation we will discuss several issues, including, how to:
Protect your hard-earned assets from avoidable fees and taxes at your death.
Avoid unnecessary probate administration, expense and delays with a Living Trust.
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8030 Renaissance Pkwy.
Durham, NC 27713