Estate Planning Seminar

Type: seminar Date: April 30 Time: 02:00 PM - 04:00 PM Phone: (843) 815-8580 Venue: 23 Towne Dr Bluffton, Comfort Suites Bluffton, SC 29910
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//WPMINDS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:23 Towne Dr Bluffton DESCRIPTION: During this estate planning event\, we will discuss: The advantages and disadvantages of both Wills and Trusts. How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!) Steps you can take now to help your family avoid the expensive and time-consuming legal processes of probate. (Question: Did you know a Will has to go through probate?) How to help your heirs minimize or possibly avoid the estate tax after your passing. Legal strategies to protect your children’s inheritance from being seized if they get divorced\, sued or file bankruptcy in the future. How to preserve your estate for your children should you pass away and your surviving spouse remarries. (Without a plan\, your family’s inheritance could legally go to the new spouse.) How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility of important government benefits like Medicaid or Supplemental Security Income (SSI). ADDRESS:Comfort Suites Bluffton, SC 29910 DTSTART:20240430T130000 DTEND:20240430T150000 URL;VALUE=URI:https://montgomeryestateplanning.com/seminarss/estate-planning-seminar-19/ SUMMARY:Estate Planning Seminar LOCATION:23 Towne Dr Bluffton, Comfort Suites Bluffton, SC 29910 PHONE:(843) 815-8580 DTSTAMP:20260818T154921 UID:6a847f014e202 END:VEVENT END:VCALENDAR
      Estate Planning Seminar.ics

During this estate planning event, we will discuss:

  • The advantages and disadvantages of both Wills and Trusts.
  • How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
  • Steps you can take now to help your family avoid the expensive and time-consuming legal processes of probate. (Question: Did you know a Will has to go through probate?)
  • How to help your heirs minimize or possibly avoid the estate tax after your passing.
  • Legal strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
  • How to preserve your estate for your children should you pass away and your surviving spouse remarries. (Without a plan, your family’s inheritance could legally go to the new spouse.)
  • How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility of important government benefits like Medicaid or Supplemental Security Income (SSI).
This event is over and registration has been closed.