fbpx

WEBINAR: Estate Planning: Probate & Guardianship


Baltimore-Washington Financial Advisors and Gary Greenwald, Esq. invite you to an interactive workshop on, “Probate & Guardianship.”
Webinar
Thursday, February 15, 2024 from 11:45 AM to 1:00 PM EST
 
TOPICS WILL INCLUDE: 
If you become disabled, learn:
  • How to decide who will manage your financial affairs.
  • How to  ensure your assets will be managed the way you prefer
  • How to keep your affairs private.
  • How to avoid having to pay unnecessary attorney’s fees.
  • How to avoid guardianship
  • Why a Power of Attorney may not be enough to protect your assets
Upon your death, learn:
  • How attorney’s fees can be reduced
  • How the settlement of your affairs can be kept  private
  • Why you could be subject to two or more probates and how to avoid them
  • How estate taxes can be reduced or avoided
  • How court costs can be avoided
  • How the inheritance you leave your family can be protected from creditors, bad marriages and spendthrift children
PRESENTERS:
LARRY POST 
CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
Principal,
Law Offices of Gary Greenwald, P.C.
We hope you can join us!
Sincerely,


Robert Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering please contact,

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

BWFA is proud to offer several webinars every week on a variety
of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.

           

 
CONNECT WITH US