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WEBINAR – Estate Planning: When a Loved One Passes w/ Gary Greenwald, Esq.


Greetings! 

Baltimore-Washington Financial Advisors and Gary Greenwald, Esq. invite you to an interactive discussion on “Estate Planning: When a Loved One Passes”.
 
Webinar
Tuesday, December 1, 2020 from 11:45 AM to 1:00 PM EST
TOPICS WILL INCLUDE:
  • Securing the residence
  • Contacting family members
  • Identifying and obtaining values of all estate assets
  • Documents which must be filed with the court
  • Tax returns that must be filed
  • Formalities regarding the settlement of wills and trusts
PRESENTERS:
Managing Director,
Wealth Management
Principal,
Law Offices of Gary Greenwald, P.C.
We hope you can join us!
Sincerely,


Robert Carpenter
President and CEO

For questions or help registering please contact,

Cortney Caronna | Client Associate | BWFA | emailus@bwfa.com | 410-461-3900
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