Helping Families Protect Their Wealth
Estate Planning Workshop – Wills, Trusts, Health Care Directives, Powers of Attorney and Probate!
Type: seminar
Date: April 4
Time: 06:00 PM - 07:45 PM
Phone: (443) 290-3203
Venue: Turf Valley Resort, 2700 Turf Valley Road, Ellicott City, Maryland United States
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BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Turf Valley Resort DESCRIPTION:At the workshop, we will discuss: Tuesday, April 4, 2023, at 6:00 PM ADDRESS:2700 Turf Valley Road DTSTART:20230404T180000 DTEND:20230404T194500 URL;VALUE=URI:https://providencelg.com/seminars/estate-planning-workshop-wills-trusts-health-care-directives-powers-of-attorney-and-probate-3/ SUMMARY:Estate Planning Workshop – Wills, Trusts, Health Care Directives, Powers of Attorney and Probate! LOCATION:Turf Valley Resort, 2700 Turf Valley Road, Ellicott City, Maryland United States PHONE:(443) 290-3203 DTSTAMP:20230320T220824 UID:6418d95899767 END:VEVENT END:VCALENDAREstate Planning Workshop – Wills, Trusts, Health Care Directives, Powers of Attorney and Probate!.ics
At the workshop, we will discuss:
- The advantages and disadvantages of both wills and trusts.
- How the new SECURE Act has impacted inherited IRAs and the best strategies to minimize taxes to your heirs.
- 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 can you take now to help your family avoid this expensive and time-consuming legal process.
- If you will you owe estate taxes and how to help your heirs minimize or even avoid “death” taxes after your passing.
- 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 parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for important benefits like Medicaid or Supplemental Security Income (SSI).
Tuesday, April 4, 2023, at 6:00 PM
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