Broker Check
25 Oct
Estate Planning


Join us as we host Julia Khaled and Louise Griffith of Khaled Law. Julia and Louise frequently speak to groups about a variety of different topics including Special Needs Planning, Guardianship, Conservatorship, Estate
Planning, and Elder Law.

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.

Khaled Law, Sloan Financial Group, and MAS are not affiliated entities. No compensation is exchanged between Khaled Law and Sloan Financial Group.

Date and Time

Tue, Oct 25, 2022

12:00p - 1:30p EST


Sloan Center

1474 Hwy 55 East
Suite 500
Clover , SC 29710
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Event Registration