Legacy Wealth Planning Seminar

Jul 24, 2013, 2:00PM to 4:00PM

Location 8236 SE 24th Street
Mercer Island, WA
Cost free
Details 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
Venue Mercer Island Community & Event Center

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