Stephen M. Waltar, PS
Legacy Wealth Planning Seminar – Joint with Financial Planning Group
Type: seminar
Date: September 23
Time: 07:00 PM - 09:00 PM
Venue: Sheraton Bellevue Hotel, 100 112th Avenue NE, Bellevue, WA 98004,
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BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Sheraton Bellevue Hotel 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:100 112th Avenue NE, Bellevue, WA 98004 DTSTART:20140923T190000 DTEND:20140923T210000 URL;VALUE=URI:https://www.waltar.com/seminar/legacy-wealth-planning-seminar-joint-with-financial-planning-group/ SUMMARY:Legacy Wealth Planning Seminar – Joint with Financial Planning Group LOCATION:Sheraton Bellevue Hotel, 100 112th Avenue NE, Bellevue, WA 98004, PHONE: DTSTAMP:20230322T005840 UID:641a52c0377fa END:VEVENT END:VCALENDARLegacy Wealth Planning Seminar – Joint with Financial Planning Group.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
- How to identify the costs and impacts of a disability or long-term care event upon your assets
- How to test whether your financial plan will support a surviving spouse
- How a financial plan can identify future estate taxation risks
This event is over and registration has been closed.
