Estate Planning Seminar

Type: seminar Date: October 12 Time: 10:00 AM - 12:00 PM Phone: 843-815-8580 Venue: Hampton Inn Sun City, 29 William Pope Dr, Bluffton, SC United States
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Hampton Inn Sun City DESCRIPTION: […] ADDRESS:29 William Pope Dr DTSTART:20221012T110000 DTEND:20221012T130000 URL;VALUE=URI:https://montgomeryestateplanning.com/seminars/free-estate-planning-seminar-4/ SUMMARY:Estate Planning Seminar LOCATION:Hampton Inn Sun City, 29 William Pope Dr, Bluffton, SC United States PHONE:843-815-8580 DTSTAMP:20221126T100000 UID:6381e3a004902 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.