Estate Planning Seminar

Type: seminar Date: April 30 Time: 10:00 AM - 12:00 PM Phone: (843) 815-8580 Venue: Hampton Inn Sun City, 29 William Pope Dr. Bluffton, SC 29910
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//WPMINDS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Hampton Inn Sun City DESCRIPTION: […] ADDRESS:29 William Pope Dr. Bluffton, SC 29910 DTSTART:20240430T090000 DTEND:20240430T110000 URL;VALUE=URI:https://montgomeryestateplanning.com/seminarss/estate-planning-seminar-18/ SUMMARY:Estate Planning Seminar LOCATION: PHONE:(843) 815-8580 DTSTAMP:20240520T114158 UID:664b37066cf53 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.