WEBINAR: Estate Planning: When a Loved One Passes Baltimore-Washington Financial Advisors and Gary Greenwald, Esq. invite you to a discussion on, “Estate Planning: When a Loved One Passes”. WEBINAR AUGUST 15, 2024 11:45 AM – 1:00 PM 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: TOWNSEND HORNOR, JR. | CEPS Managing Director, Wealth Management & Exec. Manager, BWFA 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
