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Retirement & Estate Planning Workshop (Day One — Estate Planning Essentials)

January 30 @ 7:00 pm - 9:00 pm

In Partnership with Timmick Financial Group (timmickfinancial.com)

During the first evening of this three-day event, Stephen R. Elville, principal and lead attorney of Elville and Associates, will lead this interactive workshop presentation designed to explore many estate planning topics and thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics addressed are: understanding the planning process, including the reasons for estate planning; wills vs. trusts; probate vs. non-probate; understanding non-probate devices; planning for incapacity, Medicaid — myths versus reality; estate tax planning in an uncertain environment; asset protection and protecting shares for children and grandchildren– and much more. Mr. Elville will be available to answer your questions through the course of the presentation. To register, contact Jeff Stauffer, Community Relations Director at Elville and Associates at 443-676-9691 or jeff@elvilleassociates.com, or visit timmickfinancial.com.

Details

Date:
January 30
Time:
7:00 pm - 9:00 pm
Event Categories:
,

Venue

Historic Oakland Manor
5430 Vantage Point Road
Columbia,MD21044United States
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Phone:
(410) 730-4801
Website:
http://www.historic-oakland.com