Wealth Strategies Events

Category Listing

Return to event listing
Thursday, March 31, 2016 7:00 PM - 9:00 PM

Estate Planning 101

At this special event, we will cover:
*  Understanding living trusts and how they can help your family.
*  How you can avoid probate and potentially save taxes.
*  How to avoid court interference at your death or incapacity.
*  How trust are difficult to contest.
*  How a living trust can reduce or eliminate Maryland and federal estate taxes.
*  Quicker distribution of assets to beneficiaries.
*  What is the role of a Successor Trustee and how to select your Successor Trustee.

Thursday, March 31, 2016 at 7:00 p.m.

Location:  The Sheraton Rockville Hotel
920 King Farm Blvd., Rockville, MD  20850

Coffee and dessert will be served.

To RSVP:  Call 301.990.4395 or email info@wsgmd.com

Sign up for this event
*First Name  *Last Name 
*Email Address
*Phone Number 
*Type the code below into the textbox.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities offered through Triad Advisors, member FINRA/SIPC. Advisory Services offered through ACI Partners, LLC. ACI Partners, LLC is not affiliated with Triad Advisors.