Join Us for an Exclusive Event on

Wills & Living Trusts

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

True North Legacy Group

*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 & Grill

4 Clubhouse Drive

Bluffton, SC 29910

Tuesday
May 13th
12:00 pm

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Tuesday
May 13th
6:00 pm

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Thursday
May 15th
12:00 pm

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Thursday
May 15th
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 & 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 – Retired US Army CW4

Tim is a retired Army aviator with 22 years of service, flying both airplanes and helicopters on missions across the globe. With more than a dozen deployments, he has seen firsthand the importance of preparing for the future and ensuring his family’s health, wealth, and security. He spent the last eight years of his military career in special operations, honing his skills in high-stakes environments. Now, as a dedicated financial professional, Tim is committed to helping families navigate the complexities of retirement planning, ensuring their financial security, and safeguarding their legacy for future generations. As a devoted husband and father of four, he brings the same discipline, strategic mindset, and attention to detail from his military career to helping others achieve financial peace of mind.

Mo Dadkhah

Mo Dadkhah is an attorney born and raised in the Chicagoland area. Mo graduated law school in 2009 and immediately started his Law Firm. He is also the broker/owner of Main Street Real Estate Group and for the last fifteen years has focused his attention primarily on real estate, corporate law, and estate planning. Mo has been named a Top 50 Attorney by the Top 100 Magazine, a Power Player by Chicago Scene 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. 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 in a complete manner. He prides himself on being honest and transparent, while caring for every client’s needs no matter how large or small their concerns are. Every client’s situation is important and all their questions/concerns matter. In his free time Mo loves competing in auto racing, martial arts, and spending time with his family.
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Directions

Fair Winds Bar & Grill

4 Clubhouse Drive, Bluffton, SC 29910