Estate Planning Workshop – Wills, Trusts, Health Care Directives, Powers of Attorney and Probate!

Type: seminar Date: November 9 Time: 05:30 PM - 06:45 PM Phone: (443) 290-3203 Venue: Sandy Spring Museum, 17901 Bentley Road, Sandy Spring, MD, 20860, United States
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Sandy Spring Museum DESCRIPTION:At the workshop, we will discuss: Wednesday, November 9, 2022, at 5:30 PM ADDRESS:17901 Bentley Road DTSTART:20221109T173000 DTEND:20221109T184500 URL;VALUE=URI:https://providencelg.com/seminars/estate-planning-workshop-wills-trusts-health-care-directives-powers-of-attorney-and-probate-thursday-february-24-2022-at-600-pm-2-3/ SUMMARY:Estate Planning Workshop – Wills, Trusts, Health Care Directives, Powers of Attorney and Probate! LOCATION: PHONE:(443) 290-3203 DTSTAMP:20230926T024707 UID:6512462b5467f END:VEVENT END:VCALENDAR
      Estate 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).

Wednesday, November 9, 2022, at 5:30 PM

This event is over and registration has been closed.