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Legacy Wealth Planning Seminar

Type: seminar Date: August 31 Time: 07:00 PM - 08:45 PM Venue: Offices of Stephen M. Waltar, PS, 1750 112th Avenue NE, Bellevue, WA
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Offices of Stephen M. Waltar, PS 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:1750 112th Avenue NE, Bellevue, WA DTSTART:20160831T190000 DTEND:20160831T204500 URL;VALUE=URI:https://www.waltar.com/seminar/legacy-wealth-planning-seminar-67/ SUMMARY:Legacy Wealth Planning Seminar LOCATION: PHONE: DTSTAMP:20230930T061056 UID:6517bbf0b25e0 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. The seminar will be held in our office complex Conference Room. All parking is in the back of the building. Lobbies are marked 1,2,3,4. Park in front of LOBBY 3. Enter Lobby 3 and go straight through the lobby to other set of glass doors heading outside. Once outside, the Conference Room is the last door on the right (just past the Deli). We will be there to greet you!
This event is over and registration has been closed.