Legacy Estate Planning is leading the fight against Alzheimer's! Join our efforts by donating to the cause! Learn more.

Legacy Wealth Planning Seminar

Type: seminar Date: September 25 Time: 07:00 PM - 09:00 PM Venue: Ruth's Chris Steak House, 565 Bellevue Square, Bellevue, WA 98004,
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:Ruth's Chris Steak House DESCRIPTION:Now, more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. At this event, we will discuss several issues, including: Why putting property in children’s names may be a mistake The advantages and […] ADDRESS:565 Bellevue Square, Bellevue, WA 98004 DTSTART:20140925T190000 DTEND:20140925T210000 URL;VALUE=URI:https://www.waltar.com/seminar/legacy-wealth-planning-seminar-32/ SUMMARY:Legacy Wealth Planning Seminar LOCATION:Ruth's Chris Steak House, 565 Bellevue Square, Bellevue, WA 98004, PHONE: DTSTAMP:20230601T181837 UID:6478e0fdb9b3e END:VEVENT END:VCALENDAR
      Legacy Wealth Planning Seminar.ics
Now, more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. At this event, we will discuss several issues, including:
  • Why putting property in children’s names may be a mistake
  • The advantages and disadvantages of Wills and Living Trusts
  • How Probate works, and how you may be able to avoid it
  • The right way to leave property to your children and protect it from their creditors and ex-spouses
  • How you may be able to minimize Federal and Washington estate taxes
  • How to protect assets from lawsuits, divorces and other claims
  • How to provide for special needs children and grandchildren
Refreshments will be served. Due to limited seating, registrations are limited to first-time guests and adults only. Parking: Park on Level 3 of the parking garage that is located between Macy's and NE 8th (enter off of Bellevue Way by Cheesecake Factory). Ruth's Chris is located at the NW corner of the parking structure, between Nordstrom and Crate & Barrel.
This event is over and registration has been closed.