
The presentation establishes the necessary components of an effective estate plan. It is delivered as a case study profiling the lives of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried couples, minimization of federal estate tax, and preserving the family legacy. Wills, living trusts, powers of attorney and health care directives are all represented in the presentation, as well as long term care and Medicaid planning. We will also talk about preserving the non-financial assets: Your stories, wisdom and values for future generations to cherish and learn from for years to come.
At its conclusion, you will have a clear understanding of your estate planning options and be equipped to make the choices needed for yourself and your loved ones. Because you attended the seminar, a free consultation ($350 value) will be offered by the attorney to discuss your individual needs and circumstances. We know that estate planning is not a one size fits all proposition. Our goal is to provide you with the tools to make educated decisions when it comes to planning for yourself and your loved ones in the case of incapacity and/or death. Make sure to register today as there is limited seating and the seminars tend to fill quickly. To register visit https://spgasior.com/seminars/
We look forward to seeing you there!
- Adoption and the Maryland Inheritance Tax - October 9, 2025
- Preparing to Review your Estate Plan - September 25, 2025
- Out of State Property and Your Estate Plan - August 14, 2025
