You’re Invited to the Heritage Estate Planning Workshops

No Obligation! Complimentary Meal! Six Dates to Choose!

Join us for a FREE 60-minute informational event about:

Wills v. Trusts;

Avoiding Probate;

Asset Protection;

Long-Term Care Planning;

Special Needs Planning;

Real Answers to Elder Law Issues

Come learn about our "Cient for Life" plan!

Choose the Location of Your Complimentary Lunch/Dinner when you RSVP Below

December 4, 2018 at 11:30 AM
Ilios Noche
8426 Park Road, Charlotte, NC 28210
December 5, 2018 at 6:00 PM
Brio
4720 Piedmont Row Drive, Charlotte, NC 28210
December 6, 2018 at 6:00 PM
Ilios Noche
8426 Park Road, Charlotte, NC 28210
December 11, 2018 at 6:00 PM
Rusty Bucket Restaurant & Tavern
4810 Ashley Park Lane, Charlotte, NC 28210
December 12, 2018 at 6:00 PM
Ilios Noche
8426 Park Road, Charlotte, NC 28210
December 13, 2018 at 11:30 AM
McCormick & Schmick’s
4335 Barclay Downs Drive, Charlotte, NC 28209

Why Do You Need to Attend These Workshops?

  • Recent Changes in Law, effective January 1, 2019!
  • You haven’t updated your estate plan after a major life event (death, marriage, adoption, divorce, kids out of the house, etc.)
  • You haven’t looked at your estate plan in over 3 years
  • You don’t have an estate plan
  • You’re concerned about your aging parents
  • You want to avoid the costs and delays of probate
  • You want to avoid and mitigate rising nursing home costs

REGISTER BELOW – SPACE IS LIMITED!