Examining Estate Planning & Estate Taxation

Description: No matter how large or small your estate, if you want to make certain your plan is complete,  optimized and hassle-free for your family, this session will teach you how.

• Why conflicts arise upon death and how proper estate planning can help preserve family harmony.
• How to optimize your estate plan to reduce or eliminate Federal and State death taxes.
• Why it might be beneficial to avoid the time, expense, and hassle of Probate, and how to do so properly.
• The pros and cons of Wills vs. Trusts, and which one might be best for your particular situation.
• All about Trusts, how they work and how they can be used and combined to prevent costly and time consuming estate problems for your family.
• How to structure your life insurance for optimal tax efficiency and passing on the maximum benefit.

Click here to register online or call (410) 740-1300.

Your presenter will be Mark Timmick, a local Retirement & Estate Planning Specialist. Mr. Timmick is an experienced retirement planning professional and Investment Advisor Representative. He is also a published author and frequent public speaker, he has written for local newspapers, he is an active member of the Financial Planning Association, and he is the current President of the Howard County chapter of The Society for Financial Awareness.

Register for this event at: http://www.mdcashacademy.org/browse-by-location/howard?eventId=547712&EventViewMode=EventDetails

Maryland CASH Academy: Build Your Financial IQ. One Class at a Time.