Leaving a Legacy: Get Your Estate In Order (Webinar)
Dec
2
12:00 PM12:00

Leaving a Legacy: Get Your Estate In Order (Webinar)

Join Attorney David T. White of Simpson Law Firm as he teams up with Worth Advisors for a free webinar on December 2 at noon ET. In this session, you’ll learn how to avoid probate, understand the difference between a will and a trust, protect your children’s inheritance, and steer clear of common estate planning mistakes. Register to secure your spot and get the clarity every family needs.

View Event →

Death & Taxes: The Power of a Good Plan [August]
Aug
27
6:30 PM18:30

Death & Taxes: The Power of a Good Plan [August]

  • William R. Davie Conference Center (map)
  • Google Calendar ICS

They say nothing is certain but death and taxes. Let us help you plan for both. Join us for a relaxed evening of wine, cheese, and practical guidance. This seminar will cover essential estate planning and tax strategies designed to protect your legacy, ease the burden on your loved ones, and give you peace of mind.

View Event →
5 Inheritance Traps to Avoid - Amelie's in Rock Hill
Jun
17
11:00 AM11:00

5 Inheritance Traps to Avoid - Amelie's in Rock Hill

You’re invited to a relaxed and informative Brunch & Learn where estate planning attorney, Megan Lai, and financial advisor, Jim Paolone, will walk you through the common missteps that can lead to confusion, delays, or unintended consequences when managing your financial affairs or passing assets to loved ones.

View Event →