Baltimore-Washington Financial Advisors and Elville and Associates invite you to an interactive workshop on “Estate Planning for Surviving Spouses”.
WEBINAR
DECEMBER 12, 2024
11:45 AM – 1:00 PM
Topics will include:
How to ensure that your estate “plan” survives in the event your surviving spouse gets remarried, including a review of statutory spousal rights to assets, the importance of pre-and post-nuptial agreements, and options for irrevocable trust planning to control the use and distribution of your estate in the event you pre-decease your spouse
An overview of available mechanisms for providing enhanced asset protection for the benefit of your surviving spouse
A discussion of the relevant estate and income tax considerations
