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1474 Highway 55 East Ste 500
Clover, SC 29710
(803) 222-2892

Estate Planning Workshop

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Estate Planning Workshop

April 24, 2018

6:00p - 8:00p Eastern Standard Time

Sloan Financial Clover Office

Sloan Financial Clover Office

1474 Hwy 55 East
Suite 500

Clover, SC 29710



Nancy Truesdale


Julia Khaled of Khaled Law

Event details:

During this session we will discuss several common estate issues including: 
  1. How to keep the government out of your private affairs after your passing.
  2. Strategies to reduce the tax burden on your estate and retirement accounts.
  3. How to help avoid spending your retirement nest egg on a nursing home.
  4. How to help ensure that there is no family feud over money after your passing
  5. How to transfer assets to your family quickly, without the cost or delay of probate & taxes.
  6. How to help protect your assets and your children's inheritance by avoiding potential lawsuits & creditors.
  7. How to help ensure your assets are managed as you desire, in the event you become disabled, ill, or incapacitated.
  8. What advanced planning strategies can be used to strengthen your family's current estate plan.
  9. And more!

Event Registration

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