Please join us for our Estate Planning lunch and learn presented by WillowTrusts Jim Nowak with guest speaker Andy Blair!
Andy focuses his practice on estate planning, estate and trust administration and probate, and business tax issues. Andy earned his JD from Campbell University School of Law, as well as an MBA and BS in Business Finance from North Carolina State University.
Who needs an estate plan? Chances are, you do. You may think that estate planning is just for the wealthy, but it’s not. In fact, an estate plan may actually be more important if you have a smaller estate, because your final expenses will have a much greater impact on your estate and there’s a much greater possibility that your loved ones could suffer from a lack of financial resources. The fact is, without an estate plan, you can’t control what happens to your property if you die or become incapacitated.
In this estate planning presentation, we’ll take a look at some common concerns and goals:
- Ensure sufficient income for surviving spouse
- Divide property equally or fairly among children
- Assure ongoing care for special-needs child
- Save taxes
- Prepare beneficiaries
- Plan for business succession
- Support favorite charities
While there’s no such thing as a “one size fits all” estate plan, this overview may assist you in thinking about your own estate planning needs, and may help you in determining whether you might benefit from working with a financial planning professional.
This will be an informative event!
Bring a friend! This event is for our clients and their guests.
Seating is limited! Please Register by 11/02/2023. If you have any allergies or dietary restrictions please include it in the message section of the registration page so we can let the caterer know.
We are unable to add meals or make changes less than 72 hours before the event.
Andy Blair with Poyner Spruill is not affiliated with or endorsed by LPL Financial or WillowTrust Wealth Management
Date and Time
Wed, Nov 08, 2023
11:45a - 1:00p EST
The North Carolina Museum of Art's Distance Education Center
Take a left when you enter the main entrance. The drive will circle to the back, where you can park. There are lots of handicap spaces here as well if needed. You will then come to the East Building (brick building) and then to C Level (bottom floor). The front desk and security can help direct. Elevators are located on the right towards the back of the building. They do have security located on each floor and they will be happy to assist in directing guests.