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Estate Planning Seminar

Tuesday, July 23, 2024

07:00 PM - 08:30 PM

Merriweather Lakehouse

Merriweather Lakehouse, Autograph Collection, Wincopin Circle, Columbia, MD, USA

REGISTER HERE!

This presentation will cover:

  • Do you need a will or trust? Discover the advantage and disadvantages of both.
  • How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid.)
  • All about probate and what steps you can take now to help your family avoid this expensive and time-consuming legal process when you pass.
  • If you will owe estate taxes. Learn how to help your heirs minimize or even avoid “death” taxes after your passing.
  • How to create a long-term care plan before it’s needed so that you are able to stay as independent as possible and in complete control of your decisions as you age.
  • Why owning assets jointly or putting property in a child’s name is likely a huge mistake—and what to do instead to accomplish your goals in a secure way.
  • Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
  • How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife.).
  • How to qualify and use Medicaid to pay for nursing home expenses which can average $9,000 a month.
  • How parents (and grandparents) of children with special needs can plan for a lifetime of care without jeopardizing eligibly for important benefits like Medicaid or Supplemental Security Income (SSI).
  • Plus, we’ll leave time at the end for Q & A to ensure that you have complete clarity, peace of mind and a roadmap of how to accomplish your estate planning goals.
  • Each participant will receive a FREE attorney-led consultation ($450 value)!


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