Baltimore-Washington Financial Advisors and The Penater Law Firm, LLC invite you to this interactive workshop on, “Estate Planning.”
Maybe you’re thinking about what it will take to send three kids to college. Or concerned about what will happen to your child with special needs when you’re gone. Or wondering how you can leave a legacy that benefits your family and the charities you care about most. Having a plan in place to create the foundation for the future you’ve always hoped for can seem daunting.
TOPICS WILL INCLUDE:
- The Basics- Critical planning with Wills and Trusts
- Preparing for the care of family members
- Utilizing Trusts for Adult Children to Protect Assets
- How to Minimize Estate Tax Exposure
- Business Succession Planning- How to Plan for Death, Disability, and Retirement
We look forward to seeing you there!
President and CEO
For questions or help registering please contact,