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Baltimore-Washington Financial Advisors and Gary Greenwald, Esq., invite you to an interactive workshop on estate planning and how to avoid probate and guardianship.
This educational session focuses on planning ahead so you can maintain control, protect your privacy, and reduce unnecessary legal and court involvement.
WEBINAR
FEBRUARY 3, 2026
11:45 AM – 1:00 PM
TOPICS WILL INCLUDE:
Planning for incapacity:
- How to choose who will manage your financial affairs if you become unable to do so
- How to ensure your assets are managed according to your wishes
- How to keep your personal and financial affairs private
- How to avoid unnecessary attorney fees
- How to prevent court-appointed guardianship
- Why a Power of Attorney alone may not fully protect your assets
Planning for your estate:
- How attorney fees may be reduced through proper planning
- How the settlement of your affairs can be kept private
- Why multiple probates can occur—and how to avoid them
- How estate taxes may be reduced or avoided
- How court costs can be minimized
- How to protect your inheritance from creditors, divorce, and poor financial decisionsnd spendthrift children
PRESENTERS:
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