Kick off 2025 with us at “New Year, New Home, New Plan: Solid Foundations for Real Estate and Estate Planning in 2025.” Join us for a free lunch and learn event hosted by Clarity Legal Group and Spotlight Realty. This special gathering is designed to help you align your real estate decisions with your estate planning goals to protect your family and assets.
Why Attend?
- Expert Insights: Learn from experienced professionals how to safeguard your home, avoid probate delays, and prevent costly real estate mistakes.
- Practical Strategies: Understand how living trusts and other tools can protect your family from lawsuits and unexpected life events.
- No-Cost Opportunity: This free event includes lunch and actionable advice tailored for homeowners and families like yours.
Event Details
Date: Thursday, January 16, 2025
Time: 12:00 PM – 2:00 PM
Location: Glasshalffull, 106 S Greensboro St, Carrboro, NC
Complimentary Lunch Provided
A Perfect New Year’s Resolution
As the new year begins, it’s a great time to evaluate and refresh your long-term plans. Just as you may resolve to get fit or organize your finances, this event helps you take charge of your legacy. By aligning your real estate decisions with a solid estate plan, you’re not just protecting your assets—you’re creating peace of mind for you and your loved ones.
What You’ll Learn
- How to avoid probate and ensure a smooth transfer of assets.
- The role of living trusts in safeguarding your home and inheritance.
- Key considerations for real estate transactions to prevent expensive mistakes.
Reserve Your Spot Today
Seats are limited for this exclusive event, so don’t wait! Reserve your place today at claritylegalgroup.com/new-year.
Let’s make 2025 the year you protect your legacy and secure your family’s future.
We look forward to seeing you there!
Meet the Presenters
Alan Dickinson, Attorney and COO at Clarity Legal Group
With over 20 years of experience as a researcher, educator, trainer, and practicing attorney, Alan Dickinson brings a unique blend of skills to Clarity Legal Group. His practice areas include litigation for Long-Term Care Insurance denials, Special Needs Trusts, Business Succession Planning, and Estate Planning. Alan’s comprehensive approach ensures clarity and peace of mind for clients facing complex and sensitive legal challenges.
Alan is deeply committed to his clients and their families, focusing on creating lasting relationships and guiding them through the intricacies of planning for their futures. His personal experiences have taught him that preparing for life’s transitions is essential to one’s legacy.
Alan is a passionate advocate for individuals with disabilities. He serves on the boards of B3 Coffee and Triangle Autism and Disability Service, organizations dedicated to fostering inclusion and support for people with disabilities. Additionally, Alan contributes to Farewell Earth, a nonprofit redefining how communities approach end-of-life care, ensuring dignity and inclusivity during these significant moments.
In addition to his advocacy work, Alan is an active member of the North Carolina Bar Association and has volunteered his leadership skills with the YMCA of the Triangle, the Council for Entrepreneurial Development, and United Church of Chapel Hill. He also serves as Co-Chair of the Legal Marketing Association’s Advocacy Committee.
Bill Stevenson, Founder and Realtor, Spotlight Realty
Bill, a Triangle resident for over 25 years, moved from Pittsburgh to attend Duke Business School, earning his MBA. He is a top 3% Realtor® in the Triangle and has been named “Best of Durham” by Durham Magazine readers three times. Bill has also served as the official Realtor® of Duke Athletics.
With a marketing background, Bill’s career includes roles at IBM and Lenovo, where he was Director of Corporate Social Responsibility, leading global entrepreneurship initiatives. He founded Carolina HopeFest and helped start Bull City Forward and Durham Cares.
A long-time Chapel Hill Bible Church member, Bill has served as an Elder and Chairman of the Board of Deacons. He holds a BA in Theology from Grove City College and has lectured on Corporate Social Responsibility at Duke and UNC.
Married for over 30 years to Rebecca Stevenson, a teacher and writer, Bill is deeply involved in community initiatives and youth sports coaching. He has three adult children and four grandchildren.
This event is great for homeowners, families, and individuals. It helps you protect your assets and make smart choices about your real estate and estate plans. Join us for an afternoon of learning, planning, and growth!
