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Thu, Jul 19


Milestone Business Park

Germantown, MD Workshop

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

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Germantown, MD Workshop
Germantown, MD Workshop

Time & Location

Jul 19, 2018, 3:00 PM

Milestone Business Park, 12410 Milestone Center Dr, Suite 600, Germantown, MD 20876

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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