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WEBINAR: Estate Planning: Probate & Guardianship


Dear Meghan,

Baltimore-Washington Financial Advisors and Gary Greenwald, Esq. invite you to an interactive workshop on estate planning and how to avoid probate and guardianship.

WEBINAR

JANUARY 7, 2025

11:45 AM – 1:00 PM

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:

LAWRENCE M. POST

CPA, MST, CFP®, CIMA®

Senior Tax & Planning Advisor

GARY GREENWALD

ESQ.

Principal, Law Offices

of Gary Greenwald, P.C.

We hope you can join us!

Sincerely,

Robert G. Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering, please contact

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