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This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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LEAVE A LEGACY THAT MATTERS
Explore strategies that may help your loved ones navigate probate, reduce common planning mistakes, and evaluate ways to manage taxes and fees.
Thursday, June 4th @ 2:00 PM
Courtyard Marriott Fort Mill
The War Boardroom
1385 Broadcloth St, Fort Mill, SC
Your IRA & 401k is the IRS’s Favorite Family Member
Don’t let a lifetime of savings turn into a tax windfall for the IRS — learn how to protect your retirement and legacy through estate planning and tax reduction strategies.
Legislative Updates: How the One Big Beautiful Bill will affect your Social Security, Retirement, and Estate Planning
New Legislation Updates
A plain-English overview of selected provisions of the One, Big, Beautiful Bill Act and planning topics to review with your tax/legal professionals
Vital Estate Documents
Understand the importance of wills,
trusts, and beneficiary designations
Building A Lasting Legacy
Explore how a coordinated plan can reflect your values and support your legacy goals over time
Understanding Probate
Learn planning considerations that may help reduce probate-related delays, costs, and stress, where appropriate
Tax-Aware Wealth Transfer
Learn how tax considerations may affect what you pass to heirs and charitable causes
Avoiding Costly Mistakes
Learn the common estate planning
pitfalls that could put your family's
financial future at risk
What You Will Learn
EVENT DETAILS
Just for attending, I want to share with you this FREE GUIDE that breaks down key provisions of the One Big Beautiful Bill and how it may affect your retirement, estate and tax planning strategies!
Chip Randall
Courtyard Marriott Fort Mill
The War Boardroom
1385 Broadcloth St, Fort Mill, SC
Thursday, June 4th @ 2:00 PM
LEAVE A LEGACY THAT MATTERS
Explore strategies that may help your loved ones navigate probate, reduce common planning mistakes, and evaluate ways to manage taxes and fees.
Thursday, July 23rd @ 11:00 AM
SouthPark Regional Library
7015 Carnegie Blvd, Charlotte, NC 28211
Your IRA & 401k is the IRS’s Favorite Family Member
Don’t let a lifetime of savings turn into a tax windfall for the IRS — learn how to protect your retirement and legacy through estate planning and tax reduction strategies.
Legislative Updates: How the One Big Beautiful Bill will affect your Social Security, Retirement, and Estate Planning
EVENT DETAILS
SouthPark Regional Library
7015 Carnegie Blvd, Charlotte, NC 28211
Thursday, July 23rd @ 11:00 AM
