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
Google Map
  • + Calendar
    • Google Calendar
    • Outlook Calendar
    • Download ICS File
    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//WPMINDS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:23 Towne Dr Bluffton DESCRIPTION: […] ADDRESS:Comfort Suites Bluffton, SC 29910 DTSTART:20240430T140000 DTEND:20240430T160000 URL;VALUE=URI:https://montgomeryestateplanning.com/seminarss/estate-planning-seminar-19/ SUMMARY:Estate Planning Seminar LOCATION: PHONE:(843) 815-8580 DTSTAMP:20240520T112345 UID:664b32c188e3a 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.