 | Client Seminar - How Do You Want To Be Remembered? | | 10:00 AM - 11:30 AM
US 50, US 301 @ MD Rt. 3 - coming off of Rt. 50 turn right at 1st traffic light (you will see an Exxon station to your right) off of Rt. 301. Turn right immediately onto service road that runs parallel with Rt. 301 - continue to end of road which is the Comfort Inn.
How do you want to be remembered? By taking the time to establish a comprehensive estate plan it shows you care about your loved ones and want to be remembered for the good things you have done for them. However, through the years we have witnessed common misconceptions and actions that defeat the planning you have put in place. In this seminar we will talk about the three biggest threats to you estate plan; explore the top five areas clients fail to address in keeping their estate plan up to date, and provide informational support on funeral pre-planning options. Our goal is to provide you and your family with on-going support and planning tools to assure continued control of your affairs in the event of disability or death.
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| | Client Seminar - How Do You Want To Be Remembered? | | 07:00 PM - 08:30 PM
210 Holiday Court
How do you want to be remembered? By taking the time to establish a comprehensive estate plan it shows you care about your loved ones and want to be remembered for the good things you have done for them. However, through the years we have witnessed common misconceptions and actions that defeat the planning you have put in place. In this seminar we will talk about the three biggest threats to you estate plan; explore the top five areas clients fail to address in keeping their estate plan up to date, and provide informational support on funeral pre-planning options. Our goal is to provide you and your family with on-going support and planning tools to assure continued control of your affairs in the event of disability or death.
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| | Estate Planning Seminar | | 10:00 AM - 11:30 AM
7514 Ritchie Highway
The presentation establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried couples, minimization of federal estate tax and preserving the family legacy. Wills, living trusts, powers of attorney and health care directives are all represented in the presentation, as well as long term care and Medicaid planning. At its conclusion, the audience will have a clear understanding of their estate planning options and be equipped to make the choices needed for themselves and their loved ones. You won't want to miss this seminar - it's informative and easy-to-understand!
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| | Estate Planning Seminar | | 07:00 PM - 08:30 PM
839 Londontown Road - take Route 2 South, at Mayo Road, turn left and continue to 2nd traffic light - turn left onto Londontown Road - follow to end - it will curve to left continue through gates through parking lot and turn right at rear of parking lot. Seminar is in the Pavilion.
The presentation establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried couples, minimization of federal estate tax and preserving the family legacy. Wills, living trusts, powers of attorney and health care directives are all represented in the presentation, as well as long term care and Medicaid planning. At its conclusion, the audience will have a clear understanding of their estate planning options and be equipped to make the choices needed for themselves and their loved ones. You won't want to miss this seminar - it's informative and easy-to-understand!
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| | Estate Planning Seminar | | 10:00 AM - 11:30 AM
210 Holiday Court
The presentation establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried couples, minimization of federal estate tax and preserving the family legacy. Wills, living trusts, powers of attorney and health care directives are all represented in the presentation, as well as long term care and Medicaid planning. At its conclusion, the audience will have a clear understanding of their estate planning options and be equipped to make the choices needed for themselves and their loved ones. You won't want to miss this seminar - it's informative and easy-to-understand!
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| | Estate Planning Seminar | | 07:00 PM - 08:30 PM
8350 Veterans Highway, Seminar Room in lower level of our Millersville office building. Building is located on the right side of Exxon Gas Station.
The presentation establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried couples, minimization of federal estate tax and preserving the family legacy. Wills, living trusts, powers of attorney and health care directives are all represented in the presentation, as well as long term care and Medicaid planning. At its conclusion, the audience will have a clear understanding of their estate planning options and be equipped to make the choices needed for themselves and their loved ones. You won't want to miss this seminar - it's informative and easy-to-understand!
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| | Estate Planning Seminar | | 10:00 AM - 11:30 AM
US 50, US 301 @ MD Rt. 3 - coming off of Rt. 50 turn right at 1st traffic light (you will see an Exxon station to your right) off of Rt. 301. Turn right immediately onto service road that runs parallel with Rt. 301 - continue to end of road which is the Comfort Inn.
The presentation establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried couples, minimization of federal estate tax and preserving the family legacy. Wills, living trusts, powers of attorney and health care directives are all represented in the presentation, as well as long term care and Medicaid planning. At its conclusion, the audience will have a clear understanding of their estate planning options and be equipped to make the choices needed for themselves and their loved ones. You won't want to miss this seminar - it's informative and easy-to-understand!
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| | Estate Planning Seminar | | 10:00 AM - 11:30 AM
7544 Teague Road
The presentation establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried couples, minimization of federal estate tax and preserving the family legacy. Wills, living trusts, powers of attorney and health care directives are all represented in the presentation, as well as long term care and Medicaid planning. At its conclusion, the audience will have a clear understanding of their estate planning options and be equipped to make the choices needed for themselves and their loved ones. You won't want to miss this seminar - it's informative and easy-to-understand!
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