Free Wills, Living Trusts & Retirement Planning Seminar- Maggiano's- Durham, NC

Aug 13, 2013, 6:00PM to 8:00PM

Location 8030 Renaissance PKWY Ste 890
Durham, NC
Cost free
Details This is a free workshop on Wills, Living Trusts and Retirement Planning with a complimentary meal and a special opportunity to hear a presentation from Walker Lambe's Managing Partner, Mark Costley and Wealth Management Advisor, Karen Diamond with Morgan Stanley. During the presentation we will discuss several issues, including, how to:
Protect your hard-earned assets from avoidable fees and taxes at your death.
Avoid unnecessary probate administration, expense and delays with a Living Trust.
Protect assets inherited by your heirs from lawsuits, divorce or other claims.
Provide for your spouse while protecting children from a prior marriage.
Plan so that your estate passes to your family quickly and based on your wishes.
Disinherit the IRS!
What the new Federal estate tax laws mean to you and your family.
Make wise choices about use and protection of your hard-earned assets.
Strategically manage your financial affairs to protect your wealth.
Benefit from strong relationships with your advisors.
Venue Maggiano's Little Italy

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