Retirement & Estate Planning Workshop

  • 22 Jan 2019
  • 7:00 PM - 9:00 PM
  • 5430 Vantage Point Rd., Columbia, MD 21044


Retirement & Estate Planning Workshops

WORKSHOP #1: Estate Planning Essentials

Date: Tuesday, January 22nd, 7-9pm

Location: 5430 Vantage Point Road, Columbia, MD

Will your Estate transfer quickly and issue-free to your heirs with the maximum amount possible, while preserving family harmony? In this class we'll cover:

  • Why most estate plans fail and what steps you can take to ensure long-term success.
  • How to optimize your estate plan to reduce or eliminate Federal and State death taxes.
  • Why it might be beneficial to avoid the time, expense, and hassle of Probate, and how to do so properly.
  • The pros and cons of Wills vs. Trusts and which one might be best for you.
  • How Estate Planning has changed in a new environment of rising estate tax exemptions and exemption portability.
  • How to plan for incapacity and avoid guardianship situations.
  • Why conflicts arise upon death and how proper estate planning can help preserve family harmony.
  • How to define specific goals for your family's unique planning needs and circumstances.
  • How to structure your life insurance for optimal tax efficiency and passing on the maximum benefit.

No matter how big or small your estate, if you want to make certain your estate plans are complete, optimized, and hassle-free for your family, attend this session to learn how!

To REGISTER, Click Here!

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