Stephen M. Waltar, PS
7 Costly Mistakes Seminar
Type: seminar
Date: January 24
Time: 12:00 PM - 01:45 PM
Venue: Big Fish Grill - Kirkland, 10426 NE Northup Way, Kirkland, WA 98033,
Google Map
- + Calendar
- Google Calendar
- Outlook Calendar
- Download ICS File
BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Big Fish Grill - Kirkland DESCRIPTION:JOIN US FOR A SPECIAL PRESENTATION WHERE YOU WILL LEARN ABOUT THE 7 COSTLY MISTAKES FAMILIES MAKE IN THEIR ESTATE PLANS Probate Costs and Delays: Avoid potential delays of 9 months to 1 year or more. Eliminate or minimize substantial court and attorney fees. Nursing Home Costs: Protect (“Safe Harbor Trust”) your nest egg from […] ADDRESS:10426 NE Northup Way, Kirkland, WA 98033 DTSTART:20170124T120000 DTEND:20170124T134500 URL;VALUE=URI:https://www.waltar.com/seminar/7-costly-mistakes-seminar/ SUMMARY:7 Costly Mistakes Seminar LOCATION:Big Fish Grill - Kirkland, 10426 NE Northup Way, Kirkland, WA 98033, PHONE: DTSTAMP:20210624T183442 UID:60d4d0428ac26 END:VEVENT END:VCALENDAR7 Costly Mistakes Seminar.ics
JOIN US FOR A SPECIAL PRESENTATION WHERE YOU WILL LEARN ABOUT THE 7 COSTLY MISTAKES FAMILIES MAKE IN THEIR ESTATE PLANS
- Probate Costs and Delays: Avoid potential delays of 9 months to 1 year or more. Eliminate or minimize substantial court and attorney fees.
- Nursing Home Costs: Protect (“Safe Harbor Trust”) your nest egg from nursing home costs, which can exceed $8,000 per month.
- Divorce: Preserve your children’s inheritance if they divorce – up to 50% of your assets could walk out the door with your ex in-law.
- Remarriage: Prevent your assets from going to a stranger instead of your children if your spouse gets remarried after your death.
- Estate Taxes: Eliminate or minimize state and federal estate taxes.
- Retirement Plans: Choose the right options to preserve your IRA or 401(k). Take advantage of opportunities to minimize income taxes for your beneficiaries.
- Incapacity: Make your final wishes known with a Living Will and Health Care Power of Attorney. Avoid a publicly humiliating and expensive guardianship proceeding if you become legally incapacitated or disabled.
Attorney Steve Waltar will be joined by Colin Campbell of Pacific Capital Resource Group Colin Campbell will discuss how to use insurance to solve long-term care needs, liquidity needs for estate taxes, providing so that families don’t need to sell beloved real properties, and more.
