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Thu, Aug 01


Potomac Community Center

Potomac, MD Workshop

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

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Potomac, MD Workshop
Potomac, MD Workshop

Time & Location

Aug 01, 2019, 11:00 AM

Potomac Community Center, 11315 Falls Rd, Potomac, MD 20854

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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