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WEBINAR: Estate Planning: When a Loved One Passes


 

Greetings! 

Baltimore-Washington Financial Advisors and Gary Greenwald, Esq. invite you to a discussion on the details of estate planning after the loss of a loved one.
Webinar
Thursday, July 20, 2023 from 11:45 AM to 1:00 PM EDT
 
TOPICS WILL INCLUDE:
  • Securing the residence
  • Contacting family members
  • Identifying and obtaining values of all estate assets
  • Documents which must be filed with the court
  • Tax returns that must be filed
  • Formalities regarding the settlement of wills and trusts
PRESENTERS:
Managing Director, Wealth Management
& Executive Manager, BWFA
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.
      
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