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April 16, 2024

Common Estate Planning Considerations

10:00AM - 12:00PM
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couple discussing estate planning with financial advisor

Location: Maryland Fire & Rescue Institute (MFRI) | Classroom 1
4500 Campus Drive
University of Maryland
College Park, MD 20742

Create A Lasting Legacy with an Effective Estate Plan

Nothing is certain: An estate plan can help improve your overall financial well-being.  Plan for the future:  Make sure that you have the documents and planning in place to minimize taxes and streamline your estate.

Topics include:

  • Preparing for health care and financial decisions to be made if you are not in a position to make them yourself.
  • Determine whether lifetime gifts to your loved ones or charity should play a role in your planning.
  • Knowing what questions to ask your attorney to execute an effective estate plan.
  • Familiarize yourself with basic planning documents to implement as part of your plan.
  • Understanding the importance of asset ownership and beneficiary designations.
  • Evaluating the potential for estate taxes.


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