Estate Planning Essentials: Protecting What Matters
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Estate Planning Essentials: Protecting What Matters

Learn how to safeguard your assets and loved ones by attending our online event, Estate Planning Essentials: Protecting What Matters!

By Bona Fides Estates, LLC

Date and time

Location

Online

About this event

  • Event lasts 45 minutes

Estate Planning Essentials: Protecting What Matters in Maryland

Welcome to our online event where we will guide you through the essential steps of estate planning in Maryland to safeguard what matters most to you and your loved ones. Join us as we discuss the importance of creating a will, establishing trusts, and other key strategies to protect your assets and ensure your wishes are carried out. Sign up now!

For those who attend live and decide to invest in the Comprehensive Protection or Legacy & Wealth Preservation package and book within 7 days, we will provide a $350 credit.

Frequently asked questions

I have a large IRA but not close to even $5 million. Do I need to be concerned?

Yes, even if your estate is well below $5 million, you should be concerned—especially with a large IRA. While you may not owe estate tax, your beneficiaries could face major income tax consequences. Most non-spouse beneficiaries now must withdraw the entire IRA within 10 years or face higher taxes!

What jurisdiction is this content applicable to?

I am admitted to practice in Maryland.

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Bona Fides Estates, LLC
Free
Sep 4 · 12:00 PM PDT