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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.