Wine and Wills

Date and Time

Monday Mar 10, 2025
6:00 PM - 7:30 PM EDT

Monday
March 10th 2025
6 PM-7:30 PM

Location


SAUER GRAPES WINE SHOP
125 River Landing Dr #102
Daniel Island, SC 29492

 
 

Fees/Admission

FREE

Website

https://events.schwartzlegacyplanning.com/estate-planning-sauer-grapes-wine-shop/

Contact Information

(843) 732- 3811 Gina Outreach Director
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Wine and Wills

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Description

ESTATE PLANNING ESSENTIALS-Learn the key tools of estate planning, including wills, trusts, and powers of attorney.

PROBATE AVOIDANCE-Learn strategies to bypass the probate process, saving time and money.

ASSET PROTECTION-Discover ways to shield your assets from creditors and ensure they go to your chosen heirs.

TAX EFFICIENCY-Explore tax-saving strategies that can help preserve your estate’s value.

LONG-TERM CARE PLANNING-Plan for potential long-term care needs without depleting your estate.

 
 

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