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.
