Join True North Legacy Group for an Exclusive In-Person Event

Wills & Living Trusts

Bluffton, SC

Register to be our guest at this unique and FREE educational event

*By submitting, you agree to be contacted via phone, email, and text by a licensed representative with True North Legacy Group regarding Wills & Living Trusts. Msg & data rates may apply.

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Available Events

Location

Fair Winds Bar and Grill

4 Clubhouse Drive

Bluffton, SC 29910

Tuesday
September 16th
1:00 pm

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Tuesday
September 16th
6:00 pm

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Tuesday
September 23rd
1:00 pm

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Tuesday
September 23rd
6:00 pm

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For educational purposes only – nothing will be sold at this seminar. This class is not affiliated with and is offered independently of Fair Winds Bar and Grill.

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What You'll Learn

An Estate Plan is vital for any individual, couple, or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the most common costly mistakes. We’ll cover the following topics, in easy to understand terms:

  • The advantages and disadvantages of Wills and Living Trusts
  • How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away)
  • How Probate Court works and why you may want to avoid it for your family
  • Why putting property in your children’s names may be a mistake
  • Common missteps by families raising children with challenges, disabilities or special needs
  • Protecting your home from being swallowed up by the Costs of Nursing Home Care
  • Protecting your heirs inheritance from lawsuits, divorce and spend-thrifts
  • Best practices for naming retirement accounts and Life Insurance beneficiaries
  • How the new Secure Act affects your Trust and/or Retirement Accounts.

Be our guest at this unique and FREE educational event.
If married, spouses are encouraged to attend. Adults only.

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Get to Know Your Hosts

Tim Long

With over a decade supporting high-net-worth individuals, Tim provides tailored solutions in wealth management, retirement planning, and legacy preservation. His vast network of financial partners allows him to deliver comprehensive strategies. A disciplined and strategic thinker, Tim is committed to helping families secure their future, health, and wealth. Tim is a retired Army aviator with 22 years of service, flying aircraft on global missions and completing over a dozen deployments. In the last eight years of his military career as a special operations helicopter pilot, honing skills in risk mitigation and high-pressure decision-making. His military background instills discipline, attention to detail, and strategic insight-assets he leverages to empower his clients.

Mo Dadkhah

Mo Dadkhah is the broker owner of Main Street Real Estate Group and for the last fifteen years has focused his attention primarily on estate planning, real estate, and corporate law. Mo has been named a Top 50 Attorney by the Top 100 Magazine, his Firm has been selected as an Inc. 5000 list of fastest-growing companies, and he has been named as a Chicago Agent Magazine Who’s Who for seven consecutive years. He has also been the host of WGN’s Market Overdrive radio show. Mo brings a wide range of knowledge in estate planning, real estate, and corporate law together to best guide his clients on how to best protect themselves.
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Directions

Fair Winds Bar and Grill

4 Clubhouse Drive, Bluffton, SC 29910