Baltimore-Washington Financial Advisors and Gary Greenwald, Esq. invite you to an interactive workshop on, “Probate & Guardianship.”
Tuesday, August 22, 2023 from 11:45 AM to 1:00 PM EDT
TOPICS WILL INCLUDE:
If you become disabled, learn:
- How to decide who will manage your financial affairs.
- How to ensure your assets will be managed the way you prefer
- How to keep your affairs private.
- How to avoid having to pay unnecessary attorney’s fees.
- How to avoid guardianship
- Why a Power of Attorney may not be enough to protect your assets
Upon your death, learn:
- How attorney’s fees can be reduced
- How the settlement of your affairs can be kept private
- Why you could be subject to two or more probates and how to avoid them
- How estate taxes can be reduced or avoided
- How court costs can be avoided
- How the inheritance you leave your family can be protected from creditors, bad marriages and spendthrift children
CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
Law Offices of Gary Greenwald, P.C.
We hope you can join us!
President & CEO
BWFA is a Fee-Only/Fiduciary Advisor.
For questions or help registering please contact,