Why Most Estate Plans Don't Work and What to Do, hosted with The Bellettini

Title: Why Most Estate Plans Don't Work and What to Do, hosted with The Bellettini

Area: Bellevue

Date: Friday, October 12, 2018

Time: 11:30 AM - 1:00 PM

Location: Bellevue Club

Address: 11200 SE 6th Street, Bellevue, WA 98004


Description

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)