Type: seminar
Date: October 12
Time: 11:30 AM - 01:00 PM
Venue: Bellevue Club, 11200 SE 6th Street, Bellevue, WA 98004,
Join us for a FREE LUNCH PRESENTATION
"When is the Right Time for Senior Living &
Why Most Estate Plans Don't Work and What to Do About It"
Brought to you by Legacy Estate Planning and The Bellettini
Hear from the experts in the industry
Guest Speaker: Steve Waltar from Legacy Estate Planning
Welcome by:
Pam McFadden from The Bellettini
Catherine Reeves from The Bellettini
Enter to win dinner for two at Wild Ginger located inside Lincoln Square
Space is limited! For questions or to RSVP by October 5th, call (
425) 450-0800 (The Bellettini)
More about the featured presentation:
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
Lunch will be served.
Space is limited! For questions or to RSVP by October 5th, call (
425) 450-0800 (The Bellettini)
This event is over and registration has been closed.