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Legacy Wealth Planning Seminar

Type: seminar Date: November 15 Time: 05:00 PM - 06:45 PM Venue: Anthony's Homeport - Kirkland, 135 Lake Street South, Kirkland, WA 98033
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Anthony's Homeport - Kirkland 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:135 Lake Street South, Kirkland, WA 98033 DTSTART:20161115T170000 DTEND:20161115T184500 URL;VALUE=URI:https://www.waltar.com/seminar/legacy-wealth-planning-seminar-77/ SUMMARY:Legacy Wealth Planning Seminar LOCATION: PHONE: DTSTAMP:20231001T183024 UID:6519bac027387 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: Anthony’s offers complimentary parking in the HomePort parking garage located under the building.
This event is over and registration has been closed.