| Baltimore-Washington Financial Advisors and Gary Greenwald, Esq., invite you to a discussion on “Estate Planning: When a Loved One Passes”.
WEBINAR
AUGUST 28, 2025
11:45 AM – 1:00 PM
TOPICS WILL INCLUDE:
- Securing the residence
- Contacting family members
- Identifying and obtaining the values of all estate assets
- Documents that must be filed with the court
- Tax returns that must be filed
- Formalities regarding the settlement of wills and trusts
PRESENTERS:
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