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Legacy Wealth Planning Seminar
Legacy Wealth Planning Seminar
Mercer Island, Washington, USA
Late July
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
Mercer Island Community & Event Center
Wednesday, July 24, 2013 2:00 PM - 4:00 PM

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