WEBINAR: Estate Planning for Surviving Spouses

Baltimore-Washington Financial Advisors and Elville and Associates invite you to an interactive workshop on, “Estate Planning for Surviving Spouses.”
Wednesday, December 20, 2023 from 11:45 AM to 1:00 PM EST
  • How to ensure that your estate “plan” survives in the event your surviving spouse gets remarried, including a review of statutory spousal rights to assets, the importance of pre- and post-nuptial agreements, and options for irrevocable trust planning to control the use and distribution of your estate in the event you pre-decease your spouse
  • An overview of available mechanisms for providing enhanced asset protection for the benefit of your surviving spouse
  • A discussion of the relevant estate and income tax considerations
Managing Director,  Wealth Management
& Executive Manager, BWFA
Managing Principal
Elville & Associates
We hope you can join us!

Robert Carpenter

President and CEO

BWFA is a Fee-Only/Fiduciary Advisor.
For questions or help registering please contact,
Cortney Caronna | Marketing Associate | BWFA |  emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety
of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
View and signup for Upcoming Webinars at the link below.