Start the New Year Prepared
Dec
29
12:00 PM12:00

Start the New Year Prepared

Attorney Holly Simpson of Simpson Law Firm is hosting a free educational webinar designed to help families identify and avoid the most common inheritance mistakes that lead to court, conflict, and financial loss.

This session breaks down complex estate planning concepts into simple, practical guidance you can immediately apply no prior knowledge required. Whether you already have a plan or are starting from scratch, you'll learn how to make sure your legacy is truly protected in 2026 and beyond.

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Making a List, Checking It Twice: Wills vs. Trusts
Dec
11
12:00 PM12:00

Making a List, Checking It Twice: Wills vs. Trusts

Attorney Holly Simpson of Simpson Law Firm is hosting a timely, easy-to-understand estate planning session designed to help you protect your family, reduce stress, and make the right decisions as you head into the New Year.

This workshop breaks down the difference between wills and trusts in simple terms, giving you the clarity you need to choose the plan that actually fits your life, your assets, and your goals.

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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.

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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.

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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.

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