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Legacy Wealth Planning Seminar

Type: seminar Date: March 10 Time: 07:00 PM - 09:00 PM Venue: Mercer Island Community & Event Center, 8236 SE 24th Street, Mercer Island, WA 98040
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Mercer Island Community & Event Center 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:8236 SE 24th Street, Mercer Island, WA 98040 DTSTART:20150310T190000 DTEND:20150310T210000 URL;VALUE=URI:https://www.waltar.com/seminar/legacy-wealth-planning-seminar-41/ SUMMARY:Legacy Wealth Planning Seminar LOCATION: PHONE: DTSTAMP:20230930T063639 UID:6517c1f72dda1 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.
This event is over and registration has been closed.