Please join us for our Estate Planning webinar 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! Guests are welcome!!
Andy Blair with Poyner Spruill is not affiliated with or endorsed by LPL Financial or WillowTrust Wealth Management
Date and Time
Thu, Nov 14, 2024
11:00a - 12:00p EST