Baltimore-Washington Financial Advisors and Elville and Associates invite you to an interactive workshop on, “Estate Planning for Surviving Spouses.”
Thursday, December 15, 2022 from 11:45 AM to 1:00 PM EST
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
Managing Director, Wealth Management
& Executive Manager, BWFA
STEPHEN R. ELVILLE
Elville & Associates
We hope you can join us!
President and CEO
BWFA is a Fee-Only/Fiduciary Advisor.
For questions or help registering please contact,