* Sessions will be recorded and made available to everyone who registers.
During this session, we will eliminate the obscurity of estate planning by providing you with (1) the appropriate vocabulary to understand estate planning, (2) information about various estate planning tools, and (3) a checklist of items necessary to plan and maintain your estate. Often enough professional advice and assistance is sought when there is a dire situation. However, we will discuss estate planning warning signs that serve as triggers for you to prepare and plan, in advance, with the assistance and advice of a professional.
Creating your first estate plan can be especially daunting for young professionals and families—but it doesn’t have to be! Join us for a comprehensive webinar to understand why you need an estate plan now and how to get it right the first time. We will cover essential aspects such as the importance of early planning, basic estate planning tools, strategies for protecting minor children, managing digital assets, addressing student loans and debt, and building flexibility into your plan. Additionally, we will explore the different options for creating your estate plan, from paying an attorney to using online will services, discussing the pros and cons of each and what you should expect to budget. Empower yourself with the knowledge and tools needed to make informed decisions and ensure your estate plan aligns with your goals and values.
Perhaps you have a will or trust in place, but it’s been a few years since you’ve reviewed it. Or, perhaps your family situation has changed. This session covers how life changes can affect your plan and offers strategies for fine-tuning it to better meet your needs. We’ll explore often-overlooked elements, such as blended families, business interests, and foreign assets, while addressing adaptation for health concerns and long-term care. You’ll also learn about current tax strategies and recent legal updates. Join us to ensure your estate plan remains robust and aligned with your ultimate goals.
Estate planning isn’t just about legal documents and financial strategies—it’s also about the relationships that give them meaning. This session will offer practical advice on managing family dynamics and ensuring everyone’s voice is heard, with as little conflict as possible. We’ll discuss strategies for encouraging parents or other older family members to (create and) share their plans, to make the eventual administration process easier to manage. The session will also cover the practical and personal touches that make a difference, such as funeral planning and writing an “ethical will” to impart personal values, life lessons, hopes, and dreams for loved ones. Additionally, we’ll offer guidance on recognizing when it’s time to seek professional support for these potentially delicate discussions.
Estate planning can be a challenging subject, but with the right approach, you can foster open, honest conversations that ensure everyone is prepared, both emotionally and financially.
The final session of the week will focus on the unique estate-planning needs of same-sex couples and the broader LGBTQ community. We will delve into how the legal concerns of LGBTQ individuals may differ and explore the best options the law offers for addressing them. The benefits of marriage and Maryland’s new domestic partnership registry will be discussed in an estate-planning context. Participants will leave the session with new insights into the importance of wills, trusts, and other essential planning tools tailored for LGBTQ individuals.
