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Chevy Chase, MD Workshop

Tue, May 15

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Chevy Chase Library

What are the differences between a will and a trust? What is probate? Who needs a trust?

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Chevy Chase, MD Workshop
Chevy Chase, MD Workshop

Time & Location

May 15, 2018, 3:00 PM

Chevy Chase Library, 8005 Connecticut Ave, North Chevy Chase, MD 20815

About the event

In this 90 minute workshop we will cover the general concepts within estate planning:

  • What is Probate and how do we avoid it?
  • What triggers a Probate in your state?
  • The difference between a Last Will and Testament and a Revocable Living Trust.
  • The Dangers of Joint-Tenancy
  • How to protect minors or special needs family members
  • How to prepare for incapacity

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