For location, date, time and to reserve a seat https://spgasior.com/seminars/
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. At its conclusion, the audience will have a clear understanding of their estate planning options and be equipped to make the choices needed for themselves and their loved ones. A free consultation will be offered by the attorney conducting the presentation to discuss individual needs and circumstances.
The seminars are filling up fast! Waldorf and Maryland locations have a few seats left. Still plenty of room in Bowie, Chesapeake Beach and Edgewater.
- Can a Beneficiary Be the Trustee of an Irrevocable Life Insurance Trust? - May 9, 2023
- What is a Letter of Instruction? - November 15, 2022
- Power of Attorney Basics - October 7, 2022
