Who Should Attend This Webinar?
If you don’t currently have a plan in place to protect your family and assets… or if it’s been at least three years since you’ve last looked at your old estate plan.

This event will help you start the process or learn how to bring your older plan up to date.



You should also consider attending if:
• Have minor children or a child with special needs
• Own a home, a business, or have more than $150,000 in assets
• Are approaching retirement
• Have an older parent who may soon need assisted living, nursing home or in-home care
• Your family is full of love, but still considered “blended” or “non-traditional” under the law.
• You are worried about conflict in your family if something happens to you
• Have vulnerable beneficiaries that you are worried about leaving money to (e.g. an adult child with substance abuse issues, mental health struggles, financial immaturity)
• Want to have a say in the type of life you experience and the quality of care you receive as you age
• Want most of your money to go to your family and not Uncle Sam if something happens
• Desire to leave a legacy or a positive footprint on the world (from )

bit.ly/4eILWFD

• July 9 from 7:00 to 8:30 pm

  July 9, 2024 07:00 to July 9, 2024 08:30
• 900 Bestgate Road Suite 103 Annapolis MD 21401
  , ,

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