WEBINAR – Estate Planning for Surviving Spouses w/ Elville & Associates


PRESENTERS:

TOWNSEND HORNOR, JR. 
Managing Director, 
Wealth Management 
BWFA

OLIVIA R. HOLCOMBE-
VOLKE, J.D. 
Partner
Elville and Associates
 
WHEN
Thursday, July 30, 2020 from 11:45 AM to 1:00 PM EDT
WHERE
Webinar
Greetings!

Baltimore-Washington Financial Advisors and Elville and Associates invite you to an interactive workshop on, “Estate Planning for Surviving Spouses.”
TOPICS WILL INCLUDE:
  • 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
We hope you can join us!
Sincerely,


Robert Carpenter
President and CEO

For questions or help registering please contact,
Eve Kennedy
Client Associate
BWFA
emailus@bwfa.com
410-461-3900
CONNECT WITH BWFA
 
CONNECT WITH ELVILLE & ASSOCIATES