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What you need to know about Estate Planning and Celebrity Mistakes Seminar

Type: seminarCategory: Public Date: September 14 Time: 06:30 PM - 08:00 PM Phone: (425) 455-6788 Venue: Training Room at Cross Country Mortgage, 19015 North Creek Pkwy Ste 105, Bothell, Washington, 98011, United States
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Training Room at Cross Country Mortgage DESCRIPTION:In this presentation, we will be discussing the common mistakes made by clients after preparing their estate planning documents and share examples of Celebrity poor planning. You will learn strategies on how to avoid these and make sure to keep your plan current to your needs. What you will learn: ADDRESS:19015 North Creek Pkwy Ste 105 DTSTART:20230914T183000 DTEND:20230914T200000 URL;VALUE=URI:https://www.waltar.com/seminar/estate-planning-celebrity-mistakes-seminar/ SUMMARY:What you need to know about Estate Planning and Celebrity Mistakes Seminar LOCATION: PHONE:(425) 455-6788 DTSTAMP:20230930T063530 UID:6517c1b21d1cb END:VEVENT END:VCALENDAR
      What you need to know about Estate Planning and Celebrity Mistakes Seminar.ics

In this presentation, we will be discussing the common mistakes made by clients after preparing their estate planning documents and share examples of Celebrity poor planning. You will learn strategies on how to avoid these and make sure to keep your plan current to your needs.

What you will learn:

  • The Definition of Estate Planning
  • The documents included in an Estate Plan
  • How an Estate Plan helps preserve your wishes during incapacity
  • What an Estate Plan does in the event of Death
  • How to save Estate Taxes
  • How to protect your beneficiaries from divorce and/or creditor claims
This event is over and registration has been closed.